Plan Ledger DOL Form 5500 · updated monthly

Trout, Ebersole & Groff, LLP401(k)

TROUT EBERSOLE & GROFF, LLP RETIREMENT SAVINGS PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Trout, Ebersole & Groff, LLP reported $1,400 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,917 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 0.01% to 0.00%. 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 977th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,371st of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,963,152
Participants with balances158
Active participants138
Employer contributions$954,495
Employee contributions$1,267,674
Employer contribution per active participant$6,917
Average account balance$246,602
Benefits paid to participants$1,370,364
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.0M · 158 accts · $954K emplr
2023$35.2M · 152 accts · $1.0M emplr
2022$28.1M · 154 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,400
Total administrative$1,400
The Trout, Ebersole & Groff, LLP 401(k) match · 2024
Employer contribution per active participant$6,917
Median for plans this size$2,416
2024$6,917 per active participant
2023$7,909 per active participant
2022$7,592 per active participant

Trout, Ebersole & Groff, 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 · 20243
RETIREMENT & BENEFIT SYSTEMS LLC · Contract administratorindirect comp
MMLISindirect comp

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$1,400 · 0.00%
2023$2,850 · 0.01%
2022$2,700 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Jm Search & Company, Inc. PA$40.7M · 0.20%
Magna Legal Services, LLC PA$40.5M · 0.38%
Verinext Corp. PA$39.8M · 0.41%
Stratus Team, LLC PA$38.2M · 0.30%
Arthur H. Thomas Company PA$37.9M · 0.37%
Comoto Holdings,Inc. PA$37.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231551315 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.