Plan Ledger DOL Form 5500 · updated monthly

Wallace Supply, LLC401(k)

WALLACE SUPPLY, LLC 401(K) PROFIT SHARING PLAN · EASTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Wallace Supply, LLC reported $48,827 in plan administrative expenses for 2024: 0.53% of average plan assets, above the peer median. Employer contributions averaged $3,291 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,265th of 3,651), and 2,878th of 4,246 in wholesale trade. In 2024, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,236,963
Participants with balances167
Active participants133
Employer contributions$437,740
Employee contributions$988,684
Employer contribution per active participant$3,291
Average account balance$61,299
Benefits paid to participants$308,406
Plan auditUnmodified (clean) audit opinion
AuditorBUCKNO LISICKY & COMPANY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,364
Investment management$45,463
Total administrative$48,827
The Wallace Supply, LLC 401(k) match · 2024
Employer contribution per active participant$3,291
Median for plans this size$1,313

Wallace Supply, LLC's 2024 employer contribution ran above the $1,313 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
LPL FINANCIAL · Recordkeeping · Trustee$45,463
ADP, INC. · Recordkeeping$3,364
ADP BROKER-DEALERindirect comp

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

Administrative cost history1
2024$48,827 · 0.53%
Same employer
Similar plansWholesale Trade · Pennsylvania
R F Fager Company PA$10.6M · 0.61%
Deerfield Agency LLC PA$10.2M · 0.50%
Penn Veterinary Supply PA$10.2M · 0.03%
Toyotalift Northeast, LLC PA$10.2M · 0.23%
Gerard Daniel Worldwide PA$10.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452967608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.