Plan Ledger DOL Form 5500 · updated monthly

80/20, LLC401(k)

80/20, LLC RETIREMENT READINESS 401(K) PLAN · COLUMBIA CITY, IN · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

80/20, LLC reported $18,813 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,898 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 rose from 0.06% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 605th-largest of 1,562 plans among Indiana employers on file, and the 6,288th of 13,661 in manufacturing. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,234,218
Participants with balances290
Active participants385
Employer contributions$730,797
Employee contributions$1,506,526
Employer contribution per active participant$1,898
Average account balance$62,877
Benefits paid to participants$2,435,257
Plan auditUnmodified (clean) audit opinion
AuditorBADEN, GAGE & SCHROEDER
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 290 accts · $731K emplr
2023$16.2M · 301 accts · $669K emplr
2022$13.7M · 331 accts · $554K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,575
Total administrative$18,813
The 80/20, LLC 401(k) match · 2024
Employer contribution per active participant$1,898
Median for plans this size$2,416
2024$1,898 per active participant
2023$1,819 per active participant
2022$1,467 per active participant

80/20, LLC'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 · 20243
COMMONWEALTH FINANCIAL NETWORKindirect comp
KESTRA ADVISORY SERVICES, LLCindirect comp
RETIREMENT PLAN CONCEPTS & SERVICES · Other servicesindirect comp

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$18,813 · 0.11%
2023$12,600 · 0.08%
2022$8,275 · 0.06%
Same employer
Similar plansManufacturing · Indiana
Micrometl Corporation IN$18.5M · 0.68%
Accurate Castings, Inc. IN$18.3M · 0.23%
Amatrol, Inc. IN$18.2M · 0.11%
Kountry Wood Products, LLC IN$18.1M · 0.05%
Tasus Corporation IN$18.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351675357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.