Plan Ledger DOL Form 5500 · updated monthly

Agustawestland Philadelphia Corp401(k)

AGUSTAWESTLAND PHILADELPHIA CORPORATION 401(K) SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Agustawestland Philadelphia Corp reported $235,020 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $5,306 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 0.24% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 431st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,707th of 13,661 in manufacturing. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has grown from 706 to 894 since 2022.

Plan summary
Net assets, end of year$115,784,121
Participants with balances1,087
Active participants894
Employer contributions$4,743,792
Employee contributions$7,203,616
Employer contribution per active participant$5,306
Average account balance$106,517
Benefits paid to participants$10,658,369
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.8M · 1,087 accts · $4.7M emplr
2023$101.0M · 1,001 accts · $3.9M emplr
2022$84.2M · 926 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,545
Investment management$155,475
Total administrative$235,020
The Agustawestland Philadelphia Corp 401(k) match · 2024
Employer contribution per active participant$5,306
Median for plans this size$3,635
2024$5,306 per active participant
2023$4,992 per active participant
2022$5,175 per active participant

Agustawestland Philadelphia Corp's 2024 employer contribution ran above the $3,635 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 · 20242
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)$155,475

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$235,020 · 0.22%
2023$204,884 · 0.22%
2022$218,765 · 0.24%
Same employer
Similar plansManufacturing · Pennsylvania
Zippo Manufacturing Company PA$122.6M · 0.14%
Supplyone, Inc. PA$119.5M · 0.25%
C&D Technologies, Inc. PA$118.5M · 0.20%
Oberg Industries, LLC PA$116.2M · 0.13%
C. F. Martin & Co., Inc. PA$115.0M · 0.21%
Sfs Group USA, Inc. PA$113.8M · 0.11%
United Biosource LLC PA$108.2M · 0.07%
New Pig Corporation PA$106.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232143130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.