Plan Ledger DOL Form 5500 · updated monthly

Pond Lehocky LLP401(k)

POND LEHOCKY LLP 401(K) PROFIT SHARING PLAN AND TRUST · SANATOGA, PA · plan year 2024

Reported admin expense ratio · 2024
1.30%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Pond Lehocky LLP reported $118,492 in plan administrative expenses for 2024: 1.30% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,674 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 1.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,278th of 3,651), and 7,984th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 120 to 146 since 2022.

Plan summary
Net assets, end of year$10,065,863
Participants with balances156
Active participants146
Employer contributions$390,377
Employee contributions$879,117
Employer contribution per active participant$2,674
Average account balance$64,525
Benefits paid to participants$586,133
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 156 accts · $390K emplr
2023$8.2M · 151 accts · $337K emplr
2022$6.1M · 141 accts · $303K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,921
Investment management$29,829
Audit (IQPA)$15,742
Total administrative$118,492
The Pond Lehocky LLP 401(k) match · 2024
Employer contribution per active participant$2,674
Median for plans this size$1,313
2024$2,674 per active participant
2023$2,499 per active participant
2022$2,525 per active participant

Pond Lehocky LLP's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$62,725
MORGAN STANLEY GLOBAL · Investment advisory (plan)$29,835
MCKONLY AND ASBURY LLP · Accounting / audit$15,742
MILBERG CONSULTING LLC · Contract administrator$10,200

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$118,492 · 1.30%
2023$105,575 · 1.48%
2022$84,817 · 1.31%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Choice Logistics, Inc. PA$10.6M · 0.58%
Tci Holding Company, Inc. PA$10.6M · 0.48%
Covis Pharma US, Inc. PA$10.3M · 0.65%
The McS Group, Inc PA$9.9M · 0.11%
Getaways, Inc. PA$9.8M · 0.57%
Kml Law Group, P.C. PA$9.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464224793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.