Plan Ledger DOL Form 5500 · updated monthly

Alt & Witzig Engineering, Inc.401(k)

ALT & WITZIG ENGINEERING, INC. 401(K) PLAN · CARMEL, IN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Alt & Witzig Engineering, Inc. reported $27,166 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,737 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 0.39% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Indiana (846th of 1,562), and 7,652nd of 11,654 in professional & technical services. In 2024, employees put in $3.86 for every $1.00 the employer contributed; active participation has shrunk from 181 to 30 since 2022.

Plan summary
Net assets, end of year$11,119,090
Participants with balances97
Active participants30
Employer contributions$112,123
Employee contributions$432,241
Employer contribution per active participant$3,737
Average account balance$114,630
Benefits paid to participants$1,127,380
Plan auditUnmodified (clean) audit opinion
AuditorAGRESTA, STORMS O'LEARY
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 97 accts · $112K emplr
2023$10.4M · 101 accts · $119K emplr
2022$9.2M · 106 accts · $121K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,060
Investment management$25,106
Total administrative$27,166
The Alt & Witzig Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$3,737
Median for plans this size$2,416
2024$3,737 per active participant
2023$908 per active participant
2022$666 per active participant

Alt & Witzig Engineering, Inc.'s 2024 employer contribution ran above 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$24,423
SHEPHERD FINANCIAL INVESTMENT ADVIS · Investment advisory (plan)$25,106

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$27,166 · 0.25%
2023$26,419 · 0.27%
2022$46,201 · 0.39%
Same employer
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Ambassador Enterprises, LLC IN$11.9M · 0.26%
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Location Services, LLC IN$11.2M · 0.09%
Passageways, Inc. IN$10.9M · 0.65%
Scale Computing, Inc. IN$10.4M · 0.71%
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Source: U.S. Department of Labor, Form 5500 series, EIN 351404753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.