Plan Ledger DOL Form 5500 · updated monthly

The Wenger Group, Inc.401(k)

THE WENGER GROUP PROFIT SHARING PLAN · RHEEMS, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

The Wenger Group, Inc. reported $189,892 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,281 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 0.00% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 639th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,519th of 13,661 in manufacturing. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 454 to 915 since 2022.

Plan summary
Net assets, end of year$68,019,780
Participants with balances1,106
Active participants915
Employer contributions$2,086,789
Employee contributions$4,947,098
Employer contribution per active participant$2,281
Average account balance$61,501
Benefits paid to participants$6,974,662
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.0M · 1,106 accts · $2.1M emplr
2023$60.2M · 1,102 accts · $1.4M emplr
2022$39.1M · 635 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,495
Investment management$128,397
Total administrative$189,892
The The Wenger Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,281
Median for plans this size$3,635
2024$2,281 per active participant
2023$1,603 per active participant
2022$2,938 per active participant

The Wenger Group, Inc.'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
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)$127,455
EMPOWER ADVISORY GROUP, LLC · Investment management$942

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$189,892 · 0.30%
2023$21,299 · 0.04%
2022$600 · 0.00%
Same employer
Similar plansManufacturing · Pennsylvania
Truck-Lite Co., LLC PA$69.7M · 0.24%
Polymer Enterprises, Inc. PA$68.4M · 0.27%
Kingsbury, Inc. PA$66.9M · 0.04%
Pfizer Pharmaceuticals LLC PA$66.9M · 0.03%
Harold Beck & Sons, Inc. PA$66.4M · 0.07%
Plastek Industries, Inc. PA$64.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320477343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.