Plan Ledger DOL Form 5500 · updated monthly

Tait, LLC401(k)

TAIT 401(K) PLAN · LITITZ, PA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Tait, LLC reported $123,513 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,652 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 0.24% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 596th-largest of 3,651 plans among Pennsylvania employers on file, and the 293rd of 2,677 in transportation & warehousing. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has grown from 814 to 1,054 since 2022.

Plan summary
Net assets, end of year$74,901,009
Participants with balances1,301
Active participants1,054
Employer contributions$2,795,504
Employee contributions$8,012,219
Employer contribution per active participant$2,652
Average account balance$57,572
Benefits paid to participants$3,860,628
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$74.9M · 1,301 accts · $2.8M emplr
2023$58.8M · 1,231 accts · $2.3M emplr
2022$43.1M · 1,146 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,513
Investment management$38,000
Total administrative$123,513
The Tait, LLC 401(k) match · 2024
Employer contribution per active participant$2,652
Median for plans this size$3,635
2024$2,652 per active participant
2023$2,417 per active participant
2022$1,946 per active participant

Tait, LLC's 2024 employer contribution ran below the $3,635 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
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$85,513
PRUDENTIAL INSURANCE COMPANY OF AME · Recordkeepingindirect comp
MARSH INSURANCE & INVESTMENTS LLC D · Investment advisory (plan)$38,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower, Prudential
2023Prudential

This plan has changed recordkeepers within these filings. If you left Tait, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$123,513 · 0.18%
2023$101,262 · 0.20%
2022$94,905 · 0.24%
Similar plansTransportation & Warehousing · Pennsylvania
Armada Partners LP PA$90.7M · 0.16%
Pilot Air Freight, LLC PA$88.0M · 0.85%
Kane Warehousing, Inc. PA$56.5M · 0.50%
Daily Express, Inc. PA$45.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834051704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.