Plan Ledger DOL Form 5500 · updated monthly

Tb Philly, Inc.401(k)

TB PHILLY, INC. 401(K) PROFIT SHARING PLAN · PHOENIXVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Tb Philly, Inc. reported $59,498 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $4,256 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 0.39% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,600th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,005th of 4,246 in wholesale trade. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 103 to 128 since 2022.

Plan summary
Net assets, end of year$18,702,511
Participants with balances155
Active participants128
Employer contributions$544,758
Employee contributions$1,058,600
Employer contribution per active participant$4,256
Average account balance$120,661
Benefits paid to participants$156,124
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 155 accts · $545K emplr
2023$14.6M · 145 accts · $491K emplr
2022$11.0M · 136 accts · $422K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,090
Investment management$57,408
Total administrative$59,498
The Tb Philly, Inc. 401(k) match · 2024
Employer contribution per active participant$4,256
Median for plans this size$2,416
2024$4,256 per active participant
2023$4,127 per active participant
2022$4,098 per active participant

Tb Philly, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
KATHMERE CAPITAL MANAGEMENT · Investment advisory (plan)$57,288
THE VANGUARD GROUP · Trustee$1,960

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$59,498 · 0.36%
2023$44,930 · 0.35%
2022$45,298 · 0.39%
Same employer
Similar plansWholesale Trade · Pennsylvania
Bingaman & Son Lumber, Inc. PA$19.4M · 0.45%
Mbc Companies PA$19.2M · 0.04%
L2 Brands, LLC PA$18.9M · 0.62%
Hcc Marketing Inc. PA$18.2M · 0.01%
Cronimet Holdings, Inc. PA$17.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251757124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.