Plan Ledger DOL Form 5500 · updated monthly

Alston Wilkes Society401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALSTON WILKES SOCIETY · COLUMBIA, SC · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Alston Wilkes Society reported $481 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $282 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans. By assets it is among the smaller plans on file in South Carolina (743rd of 807). In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,137,508
Participants with balances109
Active participants110
Employer contributions$30,996
Employee contributions$46,153
Employer contribution per active participant$282
Average account balance$10,436
Benefits paid to participants$24,110
Plan auditUnmodified (clean) audit opinion
AuditorTHE HOBBS GROUP, P.A.
The Alston Wilkes Society 401(k) match · 2024
Employer contribution per active participant$282
Median for plans this size$1,313

Alston Wilkes Society's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$481

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

Administrative cost history1
2024$481 · 0.05%
Similar plansplans of similar size
Urban Management, Inc. OK$1.1M · 1.22%
Fmg Management, Inc. TX$1.1M · 0.81%
Spohn & Associates, Inc. TX$1.1M · 0.21%
Jvs Socal CA$1.1M · 1.32%
Gray Flex Systems, Inc. NC$1.1M · 0.07%
The Spangler Group, LLC NC$1.1M · 0.54%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 570477907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.