Plan Ledger DOL Form 5500 · updated monthly

Rettew Associates, Inc.401(k)

RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Rettew Associates, Inc. reported $151,095 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,319 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 0.37%. 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 the 893rd-largest of 3,651 plans among Pennsylvania employers on file, and the 3,100th of 11,654 in professional & technical services. In 2024, employees put in $6.24 for every $1.00 the employer contributed; active participation has grown from 267 to 298 since 2022.

Plan summary
Net assets, end of year$43,323,230
Participants with balances407
Active participants298
Employer contributions$393,091
Employee contributions$2,454,263
Employer contribution per active participant$1,319
Average account balance$106,445
Benefits paid to participants$3,770,172
Plan auditUnmodified (clean) audit opinion
AuditorMCKONLY & ASBURY
Plan history3
Yearassets · accounts · employer contribution
2024$43.3M · 407 accts · $393K emplr
2023$38.8M · 406 accts · $348K emplr
2022$34.9M · 413 accts · $341K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,302
Investment management$141,793
Trustee / custodial$1,000
Total administrative$151,095
The Rettew Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$1,319
Median for plans this size$2,416
2024$1,319 per active participant
2023$1,252 per active participant
2022$1,278 per active participant

Rettew Associates, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FULTON BANK, N.A. · Recordkeeping · Consulting$151,094

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

Recordkeeper by year2
2024FULTON BANK, N.A.
2023FULTON BANK, N.A.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$151,095 · 0.37%
2023$137,789 · 0.37%
2022$136,920 · 0.36%
All plans at this employer2
RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN401(k)
RETTEW EMPLOYEE STOCK OWNERSHIP PLAN TRUSTESOP
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Kta-Tator, Inc. PA$45.0M · 0.21%
Fortna Inc. PA$44.0M · 0.04%
Rawle & Henderson, LLP PA$43.8M · 0.07%
Valsource, Inc. PA$43.5M · 0.32%
Novatech, L.L.C. PA$42.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231712637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.