Plan Ledger DOL Form 5500 · updated monthly

Ptc Alliance LLC401(k)

PTC ALLIANCE LLC 401(K) PLAN · WEXFORD, PA · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Ptc Alliance LLC reported $171,065 in plan administrative expenses for 2023: 0.40% of average plan assets, above the peer median. Employer contributions averaged $4,457 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 0.293%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 697th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,794th of 13,661 in manufacturing. In 2023, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 493 to 697 since 2022.

Plan summary
Net assets, end of year$59,080,669
Participants with balances701
Active participants697
Employer contributions$3,106,420
Employee contributions$2,848,422
Employer contribution per active participant$4,457
Average account balance$84,281
Benefits paid to participants$9,122,639
Plan auditUnmodified (clean) audit opinion
AuditorMCCALL SCANLON AND TICE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$56.8M · 670 accts · $1.5M emplr
2023$59.1M · 701 accts · $3.1M emplr
2022$26.0M · 494 accts · $1.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$137,382
Investment management$33,683
Total administrative$171,065
The Ptc Alliance LLC 401(k) match · 2023
Employer contribution per active participant$4,457
Median for plans this size$2,440
2024$2,409 per active participant
2023$4,457 per active participant
2022$2,058 per active participant

Ptc Alliance LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$137,382
LPL FINANCIAL RPCP · Investment advisory (plan)$33,683

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$169,744 · 0.29%
2023$171,065 · 0.40%
2022$84,831 · 0.29%
All plans at this employer2
PTC ALLIANCE LLC 401(K) PLAN401(k)
PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Pennsylvania
Just Born, Inc. PA$62.1M · 0.05%
Jep Management, Inc. PA$58.3M · 0.05%
Paperworks Industries, Inc. PA$57.5M · 0.08%
McLanahan Corporation PA$57.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850943754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.