Plan Ledger DOL Form 5500 · updated monthly

Skh Management Co401(k)

STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN · LITITZ, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Skh Management Co reported $9,606 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $104 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 0.19% to 0.04%. 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 1,296th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,148th of 5,215 in retail trade. In 2024, employees put in $30.10 for every $1.00 the employer contributed; active participation has shrunk from 510 to 436 since 2022.

Plan summary
Net assets, end of year$26,418,076
Participants with balances484
Active participants436
Employer contributions$45,511
Employee contributions$1,370,105
Employer contribution per active participant$104
Average account balance$54,583
Benefits paid to participants$1,644,208
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 484 accts · $46K emplr
2023$23.7M · 507 accts · $43K emplr
2022$21.6M · 513 accts · $53K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,606
Total administrative$9,606
The Skh Management Co 401(k) match · 2024
Employer contribution per active participant$104
Median for plans this size$2,416
2024$104 per active participant
2023$87 per active participant
2022$103 per active participant

Skh Management Co'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 · 20244
STIFEL NICOLAUS & CO INC · Investment advisory (plan)$38,399
PA RETIREMENT SOLUTIONS, INC. · Contract administrator$18,431
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$13,153

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$9,606 · 0.04%
2023$43,926 · 0.19%
2022$45,598 · 0.19%
Same employer
Similar plansRetail Trade · Pennsylvania
Pentec Health, Inc. PA$34.7M · 0.29%
Sun Motor Cars, Inc. PA$29.0M · 0.06%
Lezzer Holdings, Inc. PA$26.2M · 0.35%
F.C. Haab Co., Inc. PA$25.5M · 0.23%
Your Building Centers, Inc. PA$24.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231548664 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.