Plan Ledger DOL Form 5500 · updated monthly

Schell Brothers, LLC401(k)

SCHELL BROTHERS, LLC 401(K) PLAN · REHOBOTH BEACH, DE · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Schell Brothers, LLC reported $64,542 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $3,416 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 0.67% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 116th-largest of 242 plans among Delaware employers on file, and the 2,416th of 5,337 in construction. In 2024, employees put in $1.24 for every $1.00 the employer contributed; active participation has grown from 185 to 264 since 2022.

Plan summary
Net assets, end of year$15,436,589
Participants with balances187
Active participants264
Employer contributions$901,700
Employee contributions$1,119,020
Employer contribution per active participant$3,416
Average account balance$82,549
Benefits paid to participants$1,310,719
Plan auditUnmodified (clean) audit opinion
AuditorFAW CASSON
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 187 accts · $902K emplr
2023$13.1M · 164 accts · $658K emplr
2022$10.1M · 157 accts · $576K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,942
Investment management$11,600
Total administrative$64,542
The Schell Brothers, LLC 401(k) match · 2024
Employer contribution per active participant$3,416
Median for plans this size$2,416
2024$3,416 per active participant
2023$3,150 per active participant
2022$3,115 per active participant

Schell Brothers, LLC's 2024 employer contribution ran above 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 · 20242
JPMORGAN INVEST HOLDINGS LLC$52,942
GREY FOX WEALTH ADVISORS LLC · Investment advisory (plan)$11,600

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$64,542 · 0.45%
2023$80,575 · 0.69%
2022$69,510 · 0.67%
Same employer
Similar plansConstruction · Delaware
Apex Piping Systems, Inc. DE$15.3M · 0.21%
Nickle Electrical Companies DE$15.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134238674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.