Plan Ledger DOL Form 5500 · updated monthly

S. Walter Packaging Corp.401(k)

S. WALTER PACKAGING CORP. 401(K) SAVINGS AND INVESTMENT PLAN · TREVOSE, PA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

S. Walter Packaging Corp. reported $61,001 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $851 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 0.45% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,806th-largest of 3,651 plans among Pennsylvania employers on file, and 2,323rd of 4,246 in wholesale trade. In 2024, employees put in $4.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,470,481
Participants with balances237
Active participants236
Employer contributions$200,855
Employee contributions$971,981
Employer contribution per active participant$851
Average account balance$65,276
Benefits paid to participants$1,733,193
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 237 accts · $201K emplr
2023$14.3M · 228 accts · $222K emplr
2022$13.4M · 218 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,352
Investment management$32,649
Total administrative$61,001
The S. Walter Packaging Corp. 401(k) match · 2024
Employer contribution per active participant$851
Median for plans this size$2,416
2024$851 per active participant
2023$1,065 per active participant
2022$4,779 per active participant

S. Walter Packaging Corp.'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 · 20242
LPL FINANCIAL LLC · Investment advisory (plan)$32,649
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,352

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$61,001 · 0.41%
2023$58,667 · 0.42%
2022$63,955 · 0.45%
Same employer
Similar plansWholesale Trade · Pennsylvania
Heller's Gas, Inc. PA$16.3M · 0.46%
Lee Supply Company, Inc. PA$15.9M · 0.02%
Wengers of Myerstown PA$15.4M · 0.40%
Supplyforce.com, LLC PA$15.4M · 0.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231745482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.