Plan Ledger DOL Form 5500 · updated monthly

Rotating Machinery Services, Inc.401(k)

ROTATING MACHINERY SERVICES, INC. 401(K) P/S PLAN · BETHLEHEM, PA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Rotating Machinery Services, Inc. reported $139,130 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $4,652 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 0.56% to 0.43%. 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 1,009th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,505th of 11,654 in professional & technical services. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 315 to 433 since 2022.

Plan summary
Net assets, end of year$37,228,745
Participants with balances473
Active participants433
Employer contributions$2,014,493
Employee contributions$3,726,941
Employer contribution per active participant$4,652
Average account balance$78,708
Benefits paid to participants$3,365,769
Plan auditUnmodified (clean) audit opinion
AuditorGRANT THORTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$37.2M · 473 accts · $2.0M emplr
2023$28.0M · 405 accts · $1.6M emplr
2022$23.3M · 339 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,595
Investment management$58,535
Total administrative$139,130
The Rotating Machinery Services, Inc. 401(k) match · 2024
Employer contribution per active participant$4,652
Median for plans this size$2,416
2024$4,652 per active participant
2023$4,205 per active participant
2022$3,700 per active participant

Rotating Machinery Services, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$80,595
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$58,535

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$139,130 · 0.43%
2023$131,600 · 0.51%
2022$124,008 · 0.56%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Arthur H. Thomas Company PA$37.9M · 0.37%
Comoto Holdings,Inc. PA$37.8M · 0.48%
Arm Group LLC PA$37.4M · 0.39%
The Eads Group, Inc. PA$36.7M · 0.16%
Tenova, Inc. PA$36.7M · 0.09%
Orbital Engineering, Inc. PA$36.5M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232950867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.