Plan Ledger DOL Form 5500 · updated monthly

The Pennrose Companies, LLC401(k)

PENNROSE MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

The Pennrose Companies, LLC reported $99,917 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,152 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,591st-largest of 3,651 plans among Pennsylvania employers on file, and the 698th of 2,096 in real estate & leasing. In 2024, employees put in $3.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,993,294
Participants with balances575
Active participants599
Employer contributions$689,771
Employee contributions$2,252,578
Employer contribution per active participant$1,152
Average account balance$33,032
Benefits paid to participants$2,229,643
Plan auditUnmodified (clean) audit opinion
AuditorTHE GATTUSO GROUP INC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,803
Investment management$43,114
Total administrative$99,917
The The Pennrose Companies, LLC 401(k) match · 2024
Employer contribution per active participant$1,152
Median for plans this size$2,416

The Pennrose Companies, LLC'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$56,803
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$41,140

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

Administrative cost history1
2024$99,917 · 0.57%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
Hanna Holdings, Inc. PA$31.9M · 0.45%
Best Line Leasing, Inc. PA$31.3M · 0.56%
American Realty Capital LLC PA$24.5M · 0.15%
Campus Apartments LLC PA$22.8M · 0.03%
Pennrose Management Company PA$16.0M · 0.54%
Roosevelt, Inc. PA$15.8M · 0.04%
Scully Company PA$15.0M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880521680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.