Plan Ledger DOL Form 5500 · updated monthly

A.W. Holdings LLC D/B/A Benchmark Human Services401(k)

AWS 401(K) PROFIT SHARING PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

A.W. Holdings LLC D/B/A Benchmark Human Services reported $172,351 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $761 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 fell from 0.62% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 374th-largest of 1,562 plans among Indiana employers on file, and the 2,453rd of 11,911 in health care & social assistance. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 1,806 to 2,562 since 2022.

Plan summary
Net assets, end of year$35,350,624
Participants with balances1,263
Active participants2,562
Employer contributions$1,949,755
Employee contributions$2,456,994
Employer contribution per active participant$761
Average account balance$27,989
Benefits paid to participants$2,595,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.4M · 1,263 accts · $1.9M emplr
2023$30.1M · 1,232 accts · $1.5M emplr
2022$25.4M · 1,251 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,889
Investment management$93,462
Total administrative$172,351
The A.W. Holdings LLC D/B/A Benchmark Human Services 401(k) match · 2024
Employer contribution per active participant$761
Median for plans this size$2,416
2024$761 per active participant
2023$757 per active participant
2022$742 per active participant

A.W. Holdings LLC D/B/A Benchmark Human Services's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$79,039
BUCKINGHAM ASSET MANAGEMENT · Investment management$93,462

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Alerus

This plan has changed recordkeepers within these filings. If you left A.W. Holdings LLC D/B/A Benchmark Human Services before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$172,351 · 0.53%
2023$182,794 · 0.66%
2022$161,848 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Allied Physicians Inc. IN$33.0M · 0.06%
Healthnet, Inc. IN$32.9M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208906852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.