Plan Ledger DOL Form 5500 · updated monthly

Schaedler Yesco Distribution Inc.ESOP

SCHAEDLER YESCO DISTRIBUTION INC. EMPLOYEE STOCK OWNERSHIP PLAN · HARRISBURG, PA · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Schaedler Yesco Distribution Inc. reported $31,564 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,594 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 rose from 0.065% to 0.069%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 792nd-largest of 3,651 plans among Pennsylvania employers on file, and the 824th of 4,246 in wholesale trade. active participation has grown from 326 to 408 since 2022.

Plan summary
Net assets, end of year$50,023,857
Participants with balances468
Active participants408
Employer contributions$650,534
Employee contributions—
Employer contribution per active participant$1,594
Average account balance$106,889
Benefits paid to participants$3,670,901
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$47.4M · 502 accts · $670K emplr
2023$50.0M · 468 accts · $651K emplr
2022$44.5M · 426 accts · $945K emplr
Administrative expenses, itemized · 2023
Investment management$31,564
Total administrative$31,564
Employer contributions to the Schaedler Yesco Distribution Inc. plan · 2023
Employer contribution per active participant$1,594
Median for plans this size$2,440
2024$1,658 per active participant
2023$1,594 per active participant
2022$2,897 per active participant

Schaedler Yesco Distribution Inc.'s 2023 employer contribution ran below the $2,440 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
FULTON FINANCIAL ADVISORS · Claims processing · Custodial (securities)$31,564
GOLDMAN SACHS ASSET MANAGEMENT, LP · 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
2024Conrad Siegel
2023Conrad Siegel

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

Administrative cost history3
2024$33,522 · 0.07%
2023$31,564 · 0.07%
2022$26,655 · 0.07%
All plans at this employer2
SCHAEDLER YESCO DISTRIBUTION INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
SCHAEDLER YESCO DISTRIBUTION INC. 401(K) PLAN401(k)
Same employer
Similar plansWholesale Trade · Pennsylvania
Anderson Equipment Company PA$56.5M · 0.00%
Lenox Corporation PA$54.3M · 0.07%
Four Seasons Produce, Inc. PA$47.4M · 0.31%
Value Drug Company PA$45.2M · 0.24%
Lift, Inc. PA$41.0M

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Source: U.S. Department of Labor, Form 5500 series, EIN 231486799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.