Plan Ledger DOL Form 5500 · updated monthly

W.J. Beitler Co.401(k)

W.J. BEITLER CO. SAVINGS AND SECURITY PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

W.J. Beitler Co. reported $65,374 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,051 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 0.44% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,751st-largest of 3,651 plans among Pennsylvania employers on file, and the 865th of 2,677 in transportation & warehousing. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 107 to 145 since 2022.

Plan summary
Net assets, end of year$16,177,081
Participants with balances157
Active participants145
Employer contributions$297,336
Employee contributions$620,486
Employer contribution per active participant$2,051
Average account balance$103,039
Benefits paid to participants$1,628,766
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 157 accts · $297K emplr
2023$15.4M · 153 accts · $269K emplr
2022$13.2M · 114 accts · $217K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,454
Investment management$51,920
Total administrative$65,374
The W.J. Beitler Co. 401(k) match · 2024
Employer contribution per active participant$2,051
Median for plans this size$2,416
2024$2,051 per active participant
2023$1,553 per active participant
2022$2,024 per active participant

W.J. Beitler Co.'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 · 20242
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$51,920
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$13,454

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$65,374 · 0.41%
2023$51,880 · 0.36%
2022$64,049 · 0.44%
Similar plansTransportation & Warehousing · Pennsylvania
L. J. Associates, Inc. PA$17.8M · 0.33%
Crossett, Inc. PA$17.5M · 0.66%
Gate 1, LTD. PA$16.6M · 0.31%
Jillamy, Inc PA$16.4M · 0.51%
Horwith Trucks, Inc. PA$15.3M · 0.22%
Allen Distribution PA$13.3M · 1.66%
A & S Services Group, LLC PA$12.5M · 1.18%
O. D. Anderson, Inc. PA$12.0M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250347689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.