Plan Ledger DOL Form 5500 · updated monthly

The Warrell Corporation401(k)

THE WARRELL CORPORATION 401(K) PLAN · CAMP HILL, PA · plan year 2023

Reported admin expense ratio · 2023
0.71%

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

The Warrell Corporation reported $40,736 in plan administrative expenses for 2023: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,209 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 rose from 0.67% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,753rd of 3,651), and 10,710th of 13,661 in manufacturing. In 2023, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,939,219
Participants with balances143
Active participants103
Employer contributions$124,529
Employee contributions$249,307
Employer contribution per active participant$1,209
Average account balance$41,533
Benefits paid to participants$697,655
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 135 accts · $127K emplr
2023$5.9M · 143 accts · $125K emplr
2022$5.5M · 149 accts · $117K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,441
Investment management$22,295
Total administrative$40,736
The The Warrell Corporation 401(k) match · 2023
Employer contribution per active participant$1,209
Median for plans this size$1,308
2024$1,241 per active participant
2023$1,209 per active participant
2022$1,111 per active participant

The Warrell Corporation's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$825
CORNERSTONE ADVISORS ASSET MGMNT · Investment advisory (participants)$22,295

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

Recordkeeper by year2
2024John Hancock, THE PARAGON ALLIANCE GROUP LLC
2023John Hancock

This plan has changed recordkeepers within these filings. If you left The Warrell Corporation 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$40,169 · 0.72%
2023$40,736 · 0.71%
2022$41,763 · 0.67%
Same employer
Similar plansManufacturing · Pennsylvania
Trau & Loevner, Inc. PA$6.0M · 0.08%
Wolfgang Operations, LLC PA$5.9M · 1.00%
Vygon Corporation PA$5.9M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232179049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.