Plan Ledger DOL Form 5500 · updated monthly

Afl-Cio Appalachian Council401(k)

AFL-CIO APPALACHIAN COUNCIL COLLECTIVELY BARGAINED 401(K) PLAN · CHARLESTON, WV · plan year 2023

Reported admin expense ratio · 2023
1.41%

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

Afl-Cio Appalachian Council reported $142,878 in plan administrative expenses for 2023: 1.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,261 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 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in West Virginia (135th of 265), and 7,796th of 11,654 in professional & technical services. In 2023, the employer put in $4.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,644,336
Participants with balances333
Active participants288
Employer contributions$651,123
Employee contributions$161,426
Employer contribution per active participant$2,261
Average account balance$31,965
Benefits paid to participants$2,166,540
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$142,878
Total administrative$142,878
The Afl-Cio Appalachian Council 401(k) match · 2023
Employer contribution per active participant$2,261
Median for plans this size$2,440

Afl-Cio Appalachian Council's 2023 employer contribution ran below the $2,440 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 · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$10,689
MORGAN STANLEY GLOBAL · Investment advisory (plan)$8,123

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

Administrative cost history1
2023$142,878 · 1.41%
All plans at this employer2
AFL-CIO APPALACHIAN COUNCIL COLLECTIVELY BARGAINED EMPLOYEES PENSION PLAN & TRUSTMoney purchase plan
AFL-CIO APPALACHIAN COUNCIL COLLECTIVELY BARGAINED 401(K) PLAN401(k)
Similar plansProfessional & Technical Services · West Virginia
Triad Engineering, Inc. WV$14.5M · 0.20%
Standard Laboratories, Inc. WV$13.5M · 0.09%
Maveris, LLC WV$9.3M · 0.09%
Mull Group, Inc. WV$7.3M · 0.15%
Fusion Technology LLC WV$3.8M · 0.92%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 550487053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.