Plan Ledger DOL Form 5500 · updated monthly

Trevdan, Inc401(k)

TREVDAN, INC 401(K) PLAN · CHESTER SPRINGS, PA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Trevdan, Inc reported $45,845 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,469 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 fell from 0.43% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (1,987th of 3,651), and 2,527th of 4,246 in wholesale trade. In 2024, employees put in $4.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,364,758
Participants with balances111
Active participants107
Employer contributions$157,204
Employee contributions$628,797
Employer contribution per active participant$1,469
Average account balance$120,403
Benefits paid to participants$203,114
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 111 accts · $157K emplr
2023$11.5M · 111 accts · $155K emplr
2022$9.5M · 116 accts · $148K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,845
Total administrative$45,845
The Trevdan, Inc 401(k) match · 2024
Employer contribution per active participant$1,469
Median for plans this size$2,416
2024$1,469 per active participant
2023$1,446 per active participant
2022$1,312 per active participant

Trevdan, Inc's 2024 employer contribution ran below the $2,416 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
AMERITAS LIFE INSURANCE CORPORATION · Recordkeeping$32,614
STADION MONEY MANAGEMENT · Investment advisory (participants)$10,083
STALKER & ASSOCIATES, INC. · Contract administrator$3,148

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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Administrative cost history3
2024$45,845 · 0.37%
2023$43,866 · 0.42%
2022$43,437 · 0.43%
Same employer
Similar plansWholesale Trade · Pennsylvania
Vsmpo-Tirus US PA$14.2M · 0.44%
Five Star Equipment, Inc. PA$14.1M · 0.03%
Office Basics, Inc. PA$13.9M · 0.35%
Kleen-Rite Corporation PA$13.6M · 0.13%
Rg Industries, Inc. PA$12.9M · 0.53%
C. H. Briggs Company PA$12.0M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232201409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.