Plan Ledger DOL Form 5500 · updated monthly

Shady Maple Farm Market, Inc.401(k)

SHADY MAPLE FARM MARKET & SMORGASBORD 401(K) PROFIT SHARING PLAN · EAST EARL, PA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Shady Maple Farm Market, Inc. reported $19,042 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $656 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 0.11% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,709th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,735th of 5,215 in retail trade. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 379 to 527 since 2022.

Plan summary
Net assets, end of year$16,770,315
Participants with balances446
Active participants527
Employer contributions$345,908
Employee contributions$712,592
Employer contribution per active participant$656
Average account balance$37,602
Benefits paid to participants$687,473
Plan auditUnmodified (clean) audit opinion
AuditorSIMON LEVER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 446 accts · $346K emplr
2023$14.4M · 405 accts · $318K emplr
2022$12.3M · 394 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,042
Audit (IQPA)$9,000
Total administrative$19,042
The Shady Maple Farm Market, Inc. 401(k) match · 2024
Employer contribution per active participant$656
Median for plans this size$2,416
2024$656 per active participant
2023$772 per active participant
2022$796 per active participant

Shady Maple Farm Market, Inc.'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
NWPS · Loan processing$10,042
SIMON LEVER LLC · Accounting / audit$9,000

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$19,042 · 0.12%
2023$14,423 · 0.11%
2022$15,164 · 0.11%
Same employer
Similar plansRetail Trade · Pennsylvania
Motor Truck Equipment Co. PA$17.5M · 0.53%
New RUE21, LLC PA$17.5M · 0.75%
Rohrich Automotive Group PA$17.3M · 0.53%
Ascendance Trucks, LLC PA$16.7M · 0.39%
Landis Supermarket, Inc. PA$16.0M · 0.64%
Jack Giambalvo Motor Co Inc PA$15.9M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231901146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.