Plan Ledger DOL Form 5500 · updated monthly

Accutemp Products, Inc.401(k)

ACCUTEMP/CHALLENGE TOOL & MANUFACTURING 401(K) RETIREMENT PLAN · NEW HAVEN, IN · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Accutemp Products, Inc. reported $58,697 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,436 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 704th-largest of 1,562 plans among Indiana employers on file, and 2,320th of 4,246 in wholesale trade. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,476,827
Participants with balances209
Active participants145
Employer contributions$498,205
Employee contributions$879,442
Employer contribution per active participant$3,436
Average account balance$74,052
Benefits paid to participants$1,994,296
Plan auditUnmodified (clean) audit opinion
AuditorBADEN GAGE & SCHROEDER, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,067
Total administrative$58,697
The Accutemp Products, Inc. 401(k) match · 2024
Employer contribution per active participant$3,436
Median for plans this size$2,416

Accutemp Products, Inc.'s 2024 employer contribution ran above 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 · 20245
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,996
BADEN GAGE & SCHROEDER, LLC · Accounting / audit$16,000
LATITUDE SERVICE COMPANY INC · Contract administrator$7,600
EMPOWER ADVISORY GROUP, LLC · Investment management$7,019

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

Administrative cost history1
2024$58,697 · 0.56%
Similar plansWholesale Trade · Indiana
Winkler, Inc. IN$18.0M · 0.06%
Mid-City Supply Co., Inc. IN$17.0M · 0.68%
Trends International, LLC IN$16.7M · 0.46%
National Oil and Gas, Inc. IN$15.5M · 0.29%
Central Products, LLC IN$14.9M · 0.63%
Brehob Corporation IN$13.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351907959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.