Plan Ledger DOL Form 5500 · updated monthly

Rebco, Inc.401(k)

REBCO, INC. 401K RETIREMENT PLAN · KERSEY, PA · plan year 2023

Reported admin expense ratio · 2023
0.60%

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

Rebco, Inc. reported $53,972 in plan administrative expenses for 2023: 0.60% of average plan assets, above the peer median. Employer contributions averaged $2,167 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 1 year on file its reported administrative ratio rose from 0.54% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,324th of 3,651), and 8,966th of 13,661 in manufacturing. In 2023, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,637,958
Participants with balances92
Active participants94
Employer contributions$203,726
Employee contributions$420,691
Employer contribution per active participant$2,167
Average account balance$104,760
Benefits paid to participants$822,096
Plan auditUnmodified (clean) audit opinion
AuditorSCHAFFNER, KNIGHT, MINNAUGH, & COMP
Plan history2
Yearassets · accounts · employer contribution
2023$9.6M · 92 accts · $204K emplr
2022$8.3M · 103 accts · $190K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$52,276
Investment management$1,696
Total administrative$53,972
The Rebco, Inc. 401(k) match · 2023
Employer contribution per active participant$2,167
Median for plans this size$1,308
2023$2,167 per active participant
2022$2,048 per active participant

Rebco, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size. 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
DUNBAR, BENDER & ZAPF, INC. · Recordkeeping · Investment management$2,569
WILSHIRE ASSOCIATES INC. · Investment advisory (participants)$1,695

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

Administrative cost history2
2023$53,972 · 0.60%
2022$48,577 · 0.54%
Similar plansManufacturing · Pennsylvania
Wound Care Concepts LLC PA$9.8M · 0.65%
Penn Emblem Company PA$9.8M · 0.27%
Premier Pan Company PA$9.6M · 0.05%
Zober Industries, Inc. PA$9.6M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251324754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.