401k Record

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Andesa Services 401(k)

Administrative expenses excluding investment management, per participant · Andesa Services Savings Incentive Plan · plan year 2024

$449.18

Higher than 95% of the 24,371 plans $10 to 50M that report it.

Source

= $79,954 / 178
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131104NAL0002994305001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131104NAL0002994305001, received 2025-10-14

10th: $15.36median $118.8890th: $340.63

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$449.18

10th: $26.86median $197.2590th: $456.10

Higher than 89% of the 25,098 plans $10 to 50M that report it.

Source

= $79,954 / 178
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131104NAL0002994305001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131104NAL0002994305001, received 2025-10-14

Administrative expenses as a share of assets

0.230%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 40% of the 25,132 plans $10 to 50M that report it.

Source

= $79,954 / $34,812,939
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131104NAL0002994305001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131104NAL0002994305001, received 2025-10-14

Employer contributions per participant

$5,602

10th: $664median $2,07490th: $4,751

Higher than 93% of the 24,050 plans $10 to 50M that report it.

Source

= $997,153 / 178
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131104NAL0002994305001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131104NAL0002994305001, received 2025-10-14

Employer share of total contributions

62.4%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 98% of the 24,084 plans $10 to 50M that report it.

Source

= $997,153 / $1,597,731
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131104NAL0002994305001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014131104NAL0002994305001, received 2025-10-14

Plan terms, as stated in Andesa Services, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3C · 3D IRS pre-approved plan · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014131104NAL0002994305001, received 2025-10-14

Full record, Andesa Services Savings Incentive Plan

FieldValueSource
Plan sponsorANDESA SERVICES, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014131104NAL0002994305001, received 2025-10-14
Plan nameANDESA SERVICES SAVINGS INCENTIVE PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014131104NAL0002994305001, received 2025-10-14
Sponsor EIN / plan number23-2545253 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014131104NAL0002994305001, received 2025-10-14
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014131104NAL0002994305001, received 2025-10-14
Sponsor locationALLENTOWN, PAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014131104NAL0002994305001, received 2025-10-14
Industry (business code)524290, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014131104NAL0002994305001, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014131104NAL0002994305001, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014131104NAL0002994305001, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014131104NAL0002994305001, received 2025-10-14
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014131104NAL0002994305001, received 2025-10-14
Participants, beginning of year203Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014131104NAL0002994305001, received 2025-10-14
Active participants139Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014131104NAL0002994305001, received 2025-10-14
Participants, end of year200Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014131104NAL0002994305001, received 2025-10-14
Participants with an account balance178Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131104NAL0002994305001, received 2025-10-14
Total assets, beginning of year$33,947,412Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014131104NAL0002994305001, received 2025-10-14
Total assets, end of year$34,812,939Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131104NAL0002994305001, received 2025-10-14
Net assets, end of year$34,812,939Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014131104NAL0002994305001, received 2025-10-14
Total income$6,398,850Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014131104NAL0002994305001, received 2025-10-14
Net income$865,527Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014131104NAL0002994305001, received 2025-10-14
Employer contributions$997,153Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131104NAL0002994305001, received 2025-10-14
Participant contributions$428,512Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014131104NAL0002994305001, received 2025-10-14
Other contributions (incl. rollovers)$172,066Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014131104NAL0002994305001, received 2025-10-14
Total contributions$1,597,731Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014131104NAL0002994305001, received 2025-10-14
Benefit payments$5,453,369Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014131104NAL0002994305001, received 2025-10-14
Total expenses (incl. benefit payments)$5,533,323Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014131104NAL0002994305001, received 2025-10-14
Total administrative expenses$79,954Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131104NAL0002994305001, received 2025-10-14
Administrative expenses excluding investment management$79,954derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131104NAL0002994305001, received 2025-10-14
Held in common/collective trusts$2,650,706Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014131104NAL0002994305001, received 2025-10-14
Held in mutual funds$31,860,329Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014131104NAL0002994305001, received 2025-10-14
Independent auditorCLIFTONLARSONALLEN LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014131104NAL0002994305001, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014131104NAL0002994305001, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
CAPFINANCIAL PARTNERSINVESTMENT ADVISORY 27 Investment advisory (plan); 50 Direct payment from the plan $35,625no
PRINCIPAL LIFE INSURANCE COMPANYrecordkeeperCONTRACT ADMINISTRATOR 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees $5,470yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014131104NAL0002994305001, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$33,947,412$34,812,9392.5%
Participants with a balance192178-7.3%
Administrative expenses$37,214$79,954114.8%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$469,785$997,153112.3%

Prior filing 20241011134601NAL0021968465001, received 2024-10-11; the plan years are contiguous.

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Sponsor name as filed: ANDESA SERVICES, INC.; SEC registrant: ANDESA SERVICES, INC. /TA (CIK 920888, matched by EIN).