Plan Ledger DOL Form 5500 · updated monthly

A.W. Chesterton Company401(k)

A. W. CHESTERTON COMPANY 401K PLAN · GROVELAND, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

A.W. Chesterton Company reported $102,620 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,047 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 0.077%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 346th-largest of 2,726 plans among Massachusetts employers on file, and the 1,495th of 13,661 in manufacturing. In 2024, employees put in $3.62 for every $1.00 the employer contributed; active participation has grown from 574 to 663 since 2022.

Plan summary
Net assets, end of year$139,947,296
Participants with balances847
Active participants663
Employer contributions$1,357,430
Employee contributions$4,911,692
Employer contribution per active participant$2,047
Average account balance$165,227
Benefits paid to participants$15,914,957
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$139.9M · 847 accts · $1.4M emplr
2023$126.1M · 894 accts · $1.4M emplr
2022$114.1M · 893 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Investment management$99,357
Audit (IQPA)$24,250
Total administrative$102,620
The A.W. Chesterton Company 401(k) match · 2024
Employer contribution per active participant$2,047
Median for plans this size$3,635
2024$2,047 per active participant
2023$2,359 per active participant
2022$2,282 per active participant

A.W. Chesterton Company's 2024 employer contribution ran below the $3,635 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
USI ADVISORS · Investment advisory (plan)$50,276
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$49,081
CBIZ MHM, LLC · Accounting / audit$24,250
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$102,620 · 0.08%
2023$110,773 · 0.09%
2022$102,764 · 0.08%
Same employer
Similar plansManufacturing · Massachusetts
Mestek, Inc. MA$147.9M · 0.14%
Munters Corporation MA$139.5M · 0.04%
Tecomet MA$133.4M · 0.42%
Ginkgo Bioworks, Inc. MA$132.1M · 0.07%
H.C. Starck Inc. MA$129.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 041173400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.