Plan Ledger DOL Form 5500 · updated monthly

Accumetric, LLC401(k)

ACCUMETRIC, LLC RESTATED RETIREMENT SAVINGS PLAN · ELIZABETHTOWN, KY · plan year 2023

Reported admin expense ratio · 2023
0.27%

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

Accumetric, LLC reported $13,863 in plan administrative expenses for 2023: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,726 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 0.160%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kentucky (617th of 871), and 10,879th of 13,661 in manufacturing. In 2023, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 144 to 191 since 2022.

Plan summary
Net assets, end of year$5,632,546
Participants with balances223
Active participants191
Employer contributions$329,583
Employee contributions$532,114
Employer contribution per active participant$1,726
Average account balance$25,258
Benefits paid to participants$773,906
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 223 accts · $351K emplr
2023$5.6M · 223 accts · $330K emplr
2022$4.7M · 273 accts · $257K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,863
Total administrative$13,863
The Accumetric, LLC 401(k) match · 2023
Employer contribution per active participant$1,726
Median for plans this size$1,308
2024$1,885 per active participant
2023$1,726 per active participant
2022$1,783 per active participant

Accumetric, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan) · 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$8,825 · 0.16%
2023$13,863 · 0.27%
2022$8,388 · 0.16%
Same employer
Similar plansManufacturing · Kentucky
Preload, LLC KY$6.0M · 0.48%
Par 4 Plastics, Inc. KY$5.8M · 0.96%
Cta Acoustics Inc. KY$5.6M · 1.04%
Summit Biosciences, Inc. KY$5.4M · 0.27%
Npr of America, Inc. KY$5.3M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610945483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.