Plan Ledger DOL Form 5500 · updated monthly

The Fullington Auto Bus Company401(k)

FULLINGTON RELATED COMPANIES 401(K) PLAN · CLEARFIELD, PA · plan year 2024

Reported admin expense ratio · 2024
0.59%

The Fullington Auto Bus Company reported $16,345 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. 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 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (3,174th of 3,651), and 1,932nd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$3,036,753
Participants with balances210
Active participants472
Employer contributions—
Employee contributions$298,346
Employer contribution per active participant—
Average account balance$14,461
Benefits paid to participants$69,995
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSTON, NELSON , SHIMMEL & THOMAS
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 210 accts
2023$2.5M · 194 accts
2022$2.0M · 181 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,719
Investment management$13,626
Total administrative$16,345
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 · 20241
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$16,345

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,345 · 0.59%
2023$12,647 · 0.57%
2022$11,859 · 0.57%
Similar plansTransportation & Warehousing · Pennsylvania
Wavepoint 3PL, Inc. PA$3.8M · 1.27%
Kbs, Inc. PA$3.6M · 0.92%
Volpe Dedicated, Inc. PA$3.0M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250494670 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.