Plan Ledger DOL Form 5500 · updated monthly

Saxton & Stump, LLC401(k)

SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Saxton & Stump, LLC reported $78,780 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $12,232 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 0.43% to 0.40%. 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 1,477th-largest of 3,651 plans among Pennsylvania employers on file, and the 5,286th of 11,654 in professional & technical services. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$21,534,976
Participants with balances214
Active participants155
Employer contributions$1,896,027
Employee contributions$1,722,533
Employer contribution per active participant$12,232
Average account balance$100,631
Benefits paid to participants$2,064,236
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$21.5M · 214 accts · $1.9M emplr
2023$17.8M · 187 accts · $1.6M emplr
2022$16.0M · 195 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,439
Trustee / custodial$76,341
Total administrative$78,780
The Saxton & Stump, LLC 401(k) match · 2024
Employer contribution per active participant$12,232
Median for plans this size$2,416
2024$12,232 per active participant
2023$11,443 per active participant
2022$16,175 per active participant

Saxton & Stump, LLC'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 · 202411
FULTON BANK · Recordkeeping · Custodial (securities)$78,781
APPLIED FINANCE ADVISORS LLC · Investment managementindirect comp
FEDERATED INVESTMENT MANAGEMENT COM · Investment managementindirect comp
FULLER & THALER ASSET MANAGEMENT IN · Investment managementindirect comp
GOLDMAN SACHS ASSET MANAGEMENT, L.P · Investment managementindirect comp
GQG PARTNERS LLC · Investment managementindirect comp
J.P. MORGAN INVESTMENT MANAGEMENT, · Investment managementindirect comp
LORD, ABBETT & CO LLC · Investment managementindirect comp
NATIONWIDE FUND ADVISORS · Investment managementindirect comp
PACIFIC INVESTMENT MANAGEMENT COMPA · Investment managementindirect comp
T. ROWE PRICE ASSOCIATES, INC. · Investment managementindirect comp

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
2023FULTON BANK

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

Administrative cost history3
2024$78,780 · 0.40%
2023$68,592 · 0.41%
2022$65,438 · 0.43%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Mission Critical Partners PA$21.6M · 0.28%
Greenphire, LLC PA$21.6M · 0.04%
O'Donnell & Naccarato, Inc. PA$21.5M · 0.45%
Aweber Systems, Inc. PA$20.6M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 473639234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.