Plan Ledger DOL Form 5500 · updated monthly

All World Machinery Supply, Inc.401(k)

ALL WORLD MACHINERY SUPPLY, INC. 401(K) PLAN · ROSCOE, IL · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

All World Machinery Supply, Inc. reported $66,888 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,274 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 1 year on file its reported administrative ratio rose from 0.47% to 0.52%. 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 among the smaller plans on file in Illinois (2,069th of 3,702), and 2,465th of 4,246 in wholesale trade. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,030,794
Participants with balances148
Active participants125
Employer contributions$534,242
Employee contributions$805,861
Employer contribution per active participant$4,274
Average account balance$94,803
Benefits paid to participants$417,482
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$14.0M · 148 accts · $534K emplr
2023$11.8M · 136 accts · $490K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,105
Investment management$40,783
Total administrative$66,888
The All World Machinery Supply, Inc. 401(k) match · 2024
Employer contribution per active participant$4,274
Median for plans this size$2,416
2024$4,274 per active participant
2023$4,150 per active participant

All World Machinery Supply, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
WIPFLI LLP · Contract administrator · Recordkeeping$25,953
CREATIVE PLANNING LLC · Investment advisory (participants) · Investment advisory (plan)$40,783

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

Recordkeeper by year2
2024WIPFLI LLP
2023WIPFLI LLP

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

Administrative cost history2
2024$66,888 · 0.52%
2023$49,735 · 0.47%
Same employer
Similar plansWholesale Trade · Illinois
All Tile, LLC IL$14.9M · 0.80%
Morgan Distributing, Inc. IL$14.8M · 0.58%
Woodland Foods, LTD IL$14.6M · 0.36%
Banner Solutions IL$13.8M · 0.39%
Capitol Group, Inc. IL$13.6M · 0.70%
McCann Industries, Inc. IL$13.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363904115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.