Plan Ledger DOL Form 5500 · updated monthly

Ahlstrom USA Inc.401(k)

AHLSTROM-MUNKSJO RETIREMENT SAVINGS PLAN · WINDSOR LOCKS, CT · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Ahlstrom USA Inc. reported $318,390 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $6,022 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 rose from 0.05% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 45th-largest of 1,106 plans among Connecticut employers on file, and the 532nd of 13,661 in manufacturing. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$550,791,758
Participants with balances3,274
Active participants2,693
Employer contributions$16,217,435
Employee contributions$21,943,121
Employer contribution per active participant$6,022
Average account balance$168,232
Benefits paid to participants$64,109,008
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$550.8M · 3,274 accts · $16.2M emplr
2023$497.1M · 3,420 accts · $16.5M emplr
2022$429.6M · 3,164 accts · $15.6M emplr
Administrative expenses, itemized · 2024
Investment management$137,955
Audit (IQPA)$17,525
Total administrative$318,390
The Ahlstrom USA Inc. 401(k) match · 2024
Employer contribution per active participant$6,022
Median for plans this size$4,294
2024$6,022 per active participant
2023$6,587 per active participant
2022$6,317 per active participant

Ahlstrom USA Inc.'s 2024 employer contribution ran above the $4,294 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$137,955
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$55,930
VERRILLDANALLP · Legal$46,404
CLIFTONLARSONALLEN LLP · Accounting / audit · Investment advisory (plan)$17,525
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$318,390 · 0.06%
2023$345,007 · 0.07%
2022$266,005 · 0.05%
Same employer
Similar plansManufacturing · Connecticut
Terex Corporation CT$757.7M · 0.11%
Legrand Holding, Inc. CT$722.2M · 0.08%
Itt Industries Holdings, Inc CT$601.0M · 0.16%
Hexcel Corporation CT$527.0M · 0.03%
Otis Worldwide Corporation CT$475.4M · 0.16%
Bluetriton Brands, Inc. CT$469.7M · 0.14%
Purdue Pharma L.P. CT$455.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133509370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.