Plan Ledger DOL Form 5500 · updated monthly

Weleski Transfer, Inc.401(k)

WELESKI TRANSFER, INC. 401(K) PROFIT SHARING PLAN · TERENTUM, PA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Weleski Transfer, Inc. reported $16,642 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $258 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 0.45% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,584th of 3,651), and 1,347th of 2,677 in transportation & warehousing. In 2024, employees put in $8.20 for every $1.00 the employer contributed; active participation has grown from 96 to 120 since 2022.

Plan summary
Net assets, end of year$7,502,243
Participants with balances103
Active participants120
Employer contributions$30,960
Employee contributions$253,887
Employer contribution per active participant$258
Average account balance$72,837
Benefits paid to participants$213,684
Plan auditUnmodified (clean) audit opinion
AuditorDELUZIO & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 103 accts · $31K emplr
2023$6.3M · 127 accts · $35K emplr
2022$5.7M · 101 accts · $36K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,655
Investment management$12,123
Total administrative$16,642
The Weleski Transfer, Inc. 401(k) match · 2024
Employer contribution per active participant$258
Median for plans this size$1,313
2024$258 per active participant
2023$339 per active participant
2022$375 per active participant

Weleski Transfer, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
ASSUREDPARTNERS INVESTMENT ADVISORS · Recordkeeping · Trustee$12,122
ADP, INC. · Loan processing · Recordkeeping$2,654
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.

Recordkeeper by year2
2024ADP, ASSUREDPARTNERS INVESTMENT ADVISORS
2023ADP

This plan has changed recordkeepers within these filings. If you left Weleski Transfer, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,642 · 0.24%
2023$27,408 · 0.46%
2022$28,407 · 0.45%
Similar plansTransportation & Warehousing · Pennsylvania
S&H Express, Inc. PA$8.5M · 0.50%
R & R Express Holdco, Inc PA$7.9M · 0.51%
South Hills Movers, Inc. PA$6.4M · 0.40%
Frank Martz Coach Company PA$6.3M · 0.87%
M&C Trucking Company PA$5.9M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251215764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.