Plan Ledger DOL Form 5500 · updated monthly

Schlouch Incorporated401(k)

SCHLOUCH INCORPORATED 401(K) PROFIT SHARING PLAN · BLANDON, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Schlouch Incorporated reported $23,644 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,590 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 0.01% to 0.09%. 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 1,202nd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,561st of 5,337 in construction. In 2024, employees put in $3.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,188,261
Participants with balances274
Active participants244
Employer contributions$387,901
Employee contributions$1,356,517
Employer contribution per active participant$1,590
Average account balance$106,527
Benefits paid to participants$1,668,397
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 274 accts · $388K emplr
2023$25.2M · 269 accts · $381K emplr
2022$21.4M · 278 accts · $383K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,644
Total administrative$23,644
The Schlouch Incorporated 401(k) match · 2024
Employer contribution per active participant$1,590
Median for plans this size$2,416
2024$1,590 per active participant
2023$1,581 per active participant
2022$1,539 per active participant

Schlouch Incorporated's 2024 employer contribution ran below 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 · 20241
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$27,462

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$23,644 · 0.09%
2023$3,010 · 0.01%
2022$2,849 · 0.01%
Same employer
Similar plansConstruction · Pennsylvania
Maronda, Inc. PA$31.9M · 0.39%
Ecigroup PA$29.9M · 0.35%
Reh Holdings, Inc. PA$28.5M · 0.25%
Lobar, Inc. PA$28.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232235980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.