Plan Ledger DOL Form 5500 · updated monthly

A.T. Cross Company LLC401(k)

CROSSAVER PLUS 401(K) RETIREMENT PLAN · PROVIDENCE, RI · plan year 2020

Reported admin expense ratio · 2020
0.19%

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

A.T. Cross Company LLC reported $40,969 in plan administrative expenses for 2020: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,267 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 fell from 0.19% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 106 comparable plans and shown alongside other manufacturing employers. By assets it is the 117th-largest of 286 plans among Rhode Island employers on file, and the 5,609th of 13,661 in manufacturing. In 2020, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,813,194
Participants with balances185
Active participants53
Employer contributions$120,158
Employee contributions$319,067
Employer contribution per active participant$2,267
Average account balance$117,909
Benefits paid to participants$2,866,223
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2023$11.9M · 89 accts
2022$13.1M · 108 accts
2020$21.8M · 185 accts · $120K emplr
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$2,366
Investment management$38,603
Total administrative$40,969
The A.T. Cross Company LLC 401(k) match · 2020
Employer contribution per active participant$2,267
Median for plans this size$1,627

A.T. Cross Company LLC's 2020 employer contribution ran above the $1,627 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2023$5,192 · 0.04%
2022$11,751 · 0.07%
2020$40,969 · 0.19%
Similar plansManufacturing · Rhode Island
Mahr Inc. RI$29.1M · 0.01%
Greystone of Lincoln Inc RI$27.9M · 0.05%
Alloy Holdings, LLC RI$27.9M · 0.44%
Atw Companies, Inc. RI$21.7M · 0.37%
Cooley, Incorporated RI$21.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823330951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.