Plan Ledger DOL Form 5500 · updated monthly

Agrana Fruit US, Inc.401(k)

AGRANA FRUIT US, INC. 401(K) PROFIT SHARING PLAN · BRECKSVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Agrana Fruit US, Inc. reported $95,915 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,353 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 0.40% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 890th-largest of 3,295 plans among Ohio employers on file, and the 4,094th of 13,661 in manufacturing. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,187,393
Participants with balances397
Active participants351
Employer contributions$825,804
Employee contributions$1,728,822
Employer contribution per active participant$2,353
Average account balance$86,114
Benefits paid to participants$3,811,255
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 397 accts · $826K emplr
2023$30.8M · 378 accts · $775K emplr
2022$27.1M · 346 accts · $703K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,915
Total administrative$95,915
The Agrana Fruit US, Inc. 401(k) match · 2024
Employer contribution per active participant$2,353
Median for plans this size$2,416
2024$2,353 per active participant
2023$2,061 per active participant
2022$1,933 per active participant

Agrana Fruit US, Inc.'s 2024 employer contribution ran below 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 · 20243
NATIONWIDE · Recordkeeping · Custodial$2,574
CAPFINANCIAL PARTNERS, LLC · Investment management$40,413
PENSION FINANCIAL SERVICES INC · Contract administrator · Pension consulting$19,348

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$95,915 · 0.30%
2023$122,645 · 0.42%
2022$122,219 · 0.40%
Similar plansManufacturing · Ohio
New Sabina Industries, Inc. OH$34.5M · 0.09%
Millwood, Inc. OH$34.2M · 0.62%
Mssl Wiring System Inc. OH$34.1M · 0.32%
Polymer Additives, Inc. OH$34.0M · 0.43%
Capsa Solutions, LLC OH$33.9M · 0.39%
Horizons Incorporated OH$33.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341241911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.