Plan Ledger DOL Form 5500 · updated monthly

Sunbury Motor Company401(k)

SUNBURY MOTOR COMPANY 401(K) RETIREMENT PLAN · SUNBURY, PA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Sunbury Motor Company reported $50,517 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,729 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 3 years on file its reported administrative ratio has held roughly steady near 0.40%. 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 among the smaller plans on file in Pennsylvania (2,043rd of 3,651), and the 2,175th of 5,215 in retail trade. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,763,949
Participants with balances133
Active participants141
Employer contributions$243,781
Employee contributions$524,002
Employer contribution per active participant$1,729
Average account balance$95,970
Benefits paid to participants$1,316,230
Plan auditUnmodified (clean) audit opinion
AuditorLARSON, KELLETT & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 133 accts · $244K emplr
2023$12.2M · 123 accts · $229K emplr
2022$11.2M · 120 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,517
Total administrative$50,517
The Sunbury Motor Company 401(k) match · 2024
Employer contribution per active participant$1,729
Median for plans this size$2,416
2024$1,729 per active participant
2023$1,656 per active participant
2022$1,384 per active participant

Sunbury Motor Company'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$50,517
SA STONE WEALTH MANAGEMENT INC. · Other servicesindirect comp
VALLEY FORGE PENSION MANAGEMENT · Other servicesindirect comp

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$50,517 · 0.40%
2023$47,645 · 0.41%
2022$50,760 · 0.41%
Same employer
Similar plansRetail Trade · Pennsylvania
Woltz & Wind Ford, Inc. PA$13.0M · 0.32%
Rgh Automotive, LLC PA$12.8M · 0.29%
Scott Cars, Inc. PA$12.7M · 0.40%
John Stuckey Ford, Inc. PA$12.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231657268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.