Plan Ledger DOL Form 5500 · updated monthly

Your Part-Time Controller, LLC401(k)

YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Your Part-Time Controller, LLC reported $148,443 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,624 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 0.32%. 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 741st-largest of 3,651 plans among Pennsylvania employers on file, and the 2,621st of 11,654 in professional & technical services. In 2024, employees put in $3.43 for every $1.00 the employer contributed; active participation has grown from 479 to 736 since 2022.

Plan summary
Net assets, end of year$53,547,955
Participants with balances773
Active participants736
Employer contributions$1,931,546
Employee contributions$6,625,655
Employer contribution per active participant$2,624
Average account balance$69,273
Benefits paid to participants$1,905,122
Plan auditUnmodified (clean) audit opinion
AuditorLEAR & PANNEPACKER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$53.5M · 773 accts · $1.9M emplr
2023$39.3M · 635 accts · $1.6M emplr
2022$25.4M · 498 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,469
Investment management$86,974
Total administrative$148,443
The Your Part-Time Controller, LLC 401(k) match · 2024
Employer contribution per active participant$2,624
Median for plans this size$2,416
2024$2,624 per active participant
2023$2,582 per active participant
2022$2,367 per active participant

Your Part-Time Controller, LLC'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
LPL FINANCIAL · Investment advisory (plan)$63,484
ATR, INC. · Contract administrator$29,465
EMPOWER ADVISORY GROUP, LLC · Investment management$23,491

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$148,443 · 0.32%
2023$92,621 · 0.29%
2022$76,112 · 0.31%
Similar plansProfessional & Technical Services · Pennsylvania
Herbein and Company, Inc. PA$55.7M · 0.25%
Fres-Co System USA Inc. PA$55.6M · 0.16%
Bohlin Cywinski Jackson PA$55.5M · 0.02%
Sparks Marketing LLC PA$54.3M · 0.54%
Red Nucleus Solutions LLC PA$53.3M · 0.13%
Boyer & Ritter Cpas PA$52.3M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 223631980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.