Plan Ledger DOL Form 5500 · updated monthly

The Weston Group, Inc.401(k)

THE WESTON GROUP, INC. 401(K) PROFIT SHARING PLAN · EASTON, PA · plan year 2024

Reported admin expense ratio · 2024
1.06%

The Weston Group, Inc. reported $121,455 in plan administrative expenses for 2024: 1.06% of average plan assets, higher than ~90% of peers. 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 1.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,037th of 3,651), and the 4,949th of 11,911 in health care & social assistance. active participation has grown from 692 to 995 since 2022.

Plan summary
Net assets, end of year$12,826,177
Participants with balances1,133
Active participants995
Employer contributions—
Employee contributions$1,660,046
Employer contribution per active participant—
Average account balance$11,321
Benefits paid to participants$560,279
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK KALADA BERDY & CO
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 1,133 accts
2023$10.1M · 990 accts
2022$7.7M · 860 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,455
Total administrative$121,455
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
ADP, INC. · Loan processing · Recordkeeping$121,455

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$121,455 · 1.06%
2023$104,597 · 1.17%
2022$94,006 · 1.09%
Similar plansHealth Care & Social Assistance · Pennsylvania
Barc Developmental Services PA$13.0M · 0.76%
Inspiritec, Inc. PA$13.0M · 1.39%
Carson Valley Childrens Aid PA$12.9M · 0.07%
Health Union, LLC PA$12.3M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232685423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.