Plan Ledger DOL Form 5500 · updated monthly

Property Management, Inc.401(k)

PROPERTY MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN · LEMOYNE, PA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Property Management, Inc. reported $68,186 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $653 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 2 years on file its reported administrative ratio fell from 0.60% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (1,903rd of 3,651), and 6,726th of 11,654 in professional & technical services. In 2024, employees put in $5.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,393,267
Participants with balances325
Active participants315
Employer contributions$205,647
Employee contributions$1,200,615
Employer contribution per active participant$653
Average account balance$44,287
Benefits paid to participants$2,281,753
Plan auditUnmodified (clean) audit opinion
AuditorHAMILTON & MUSSER, PC, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 325 accts · $206K emplr
2023$13.7M · 309 accts · $186K emplr
2022$11.7M · 274 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,423
Investment management$27,763
Total administrative$68,186
The Property Management, Inc. 401(k) match · 2024
Employer contribution per active participant$653
Median for plans this size$2,416
2024$653 per active participant
2023$599 per active participant
2022$605 per active participant

Property Management, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,323
STONEBRIDGE FINANCIAL GROUP · Investment advisory (plan)$22,840
PA RETIREMENT SOLUTIONS, INC. · Contract administrator$100

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$68,186 · 0.49%
2023$90,884 · 0.72%
2022$75,406 · 0.60%
Similar plansProfessional & Technical Services · Pennsylvania
Rizzo International, Inc. PA$14.7M · 0.09%
Science History Institute PA$14.5M · 0.08%
Brownstein Group, Inc. PA$14.4M · 0.66%
Almirall LLC PA$14.1M · 0.44%
Aclaris Therapeutics Inc PA$14.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231697288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.