Plan Ledger DOL Form 5500 · updated monthly

Thomas, Thomas & Hafer, LLP401(k)

THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN · CAMP HILL, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Thomas, Thomas & Hafer, LLP reported $31,370 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,321 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 0.06% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 844th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,931st of 11,654 in professional & technical services. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves; active participation has grown from 129 to 147 since 2022.

Plan summary
Net assets, end of year$46,288,440
Participants with balances200
Active participants147
Employer contributions$1,664,124
Employee contributions$1,422,660
Employer contribution per active participant$11,321
Average account balance$231,442
Benefits paid to participants$3,647,871
Plan auditUnmodified (clean) audit opinion
AuditorSIMON LEVER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$46.3M · 200 accts · $1.7M emplr
2023$41.6M · 200 accts · $1.6M emplr
2022$41.4M · 181 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,092
Investment management$6,952
Total administrative$31,370
The Thomas, Thomas & Hafer, LLP 401(k) match · 2024
Employer contribution per active participant$11,321
Median for plans this size$2,416
2024$11,321 per active participant
2023$11,002 per active participant
2022$11,341 per active participant

Thomas, Thomas & Hafer, LLP's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20245
CONRAD SIEGEL · Recordkeeping · Pension consulting$19,092
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp
AMERICAN CENTURY INVESTMENT MANAGEM · Investment managementindirect comp
FIDELITY MANAGEMENT & RESEARCH COMP · Investment managementindirect comp
ALLIANCEBERNSTEIN L.P. · Investment managementindirect comp

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

Recordkeeper by year2
2024Conrad Siegel
2023Conrad Siegel

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

Administrative cost history3
2024$31,370 · 0.07%
2023$39,417 · 0.09%
2022$28,471 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Genesis Engineers, Inc. PA$46.4M · 0.04%
Vertical Screen, Inc. PA$46.0M · 0.04%
Accuweather, Inc. PA$45.9M · 0.20%
The Gateway Engineers, Inc PA$45.7M · 0.35%
Kta-Tator, Inc. PA$45.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251643634 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.