Plan Ledger DOL Form 5500 · updated monthly

Tudi Mechanical Systems, Inc.401(k)

TUDI MECHANICAL SYSTEMS 401(K) PLAN · MCKEES ROCKS, PA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Tudi Mechanical Systems, Inc. reported $86,602 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,678 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 3 years on file its reported administrative ratio has held roughly steady near 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,408th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,819th of 5,337 in construction. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has grown from 180 to 200 since 2022.

Plan summary
Net assets, end of year$23,245,212
Participants with balances240
Active participants200
Employer contributions$735,556
Employee contributions$1,078,214
Employer contribution per active participant$3,678
Average account balance$96,855
Benefits paid to participants$3,034,836
Plan auditUnmodified (clean) audit opinion
AuditorRUZOMBERKA HOLLAND SMITH, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 240 accts · $736K emplr
2023$21.0M · 226 accts · $597K emplr
2022$16.9M · 207 accts · $502K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,602
Total administrative$86,602
The Tudi Mechanical Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$3,678
Median for plans this size$2,416
2024$3,678 per active participant
2023$3,046 per active participant
2022$2,791 per active participant

Tudi Mechanical Systems, Inc.'s 2024 employer contribution ran above 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 · 20244
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)$41,726
DUNBAR, BENDER & ZAPF, INC. · Contract administrator$10,250
EMPOWER ADIVSORY GROUP, LLC · Investment management$7,452

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$86,602 · 0.39%
2023$72,457 · 0.38%
2022$75,244 · 0.40%
Same employer
Similar plansConstruction · Pennsylvania
The Witmer Group, LLC PA$24.8M · 0.61%
Vibra-Tech Engineers, Inc. PA$24.0M · 0.92%
George J. Hayden, Inc PA$22.1M · 0.05%
Brubacher Excavating, Inc. PA$21.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232870098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.