Plan Ledger DOL Form 5500 · updated monthly

Am General LLC401(k)

AM GENERAL CAPITAL ACCUMULATION AND EMPLOYER RETIREMENT CONTRIBUTION PLAN · SOUTH BEND, IN · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Am General LLC reported $83,534 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $8,570 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 0.03% to 0.07%. 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 111th-largest of 1,562 plans among Indiana employers on file, and the 1,556th of 13,661 in manufacturing. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 411 to 547 since 2022.

Plan summary
Net assets, end of year$131,127,336
Participants with balances805
Active participants547
Employer contributions$4,687,711
Employee contributions$4,932,476
Employer contribution per active participant$8,570
Average account balance$162,891
Benefits paid to participants$11,197,337
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$131.1M · 805 accts · $4.7M emplr
2023$113.1M · 773 accts · $3.8M emplr
2022$96.2M · 695 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,053
Investment management$64,281
Audit (IQPA)$15,200
Total administrative$83,534
The Am General LLC 401(k) match · 2024
Employer contribution per active participant$8,570
Median for plans this size$3,635
2024$8,570 per active participant
2023$7,334 per active participant
2022$7,451 per active participant

Am General LLC's 2024 employer contribution ran above the $3,635 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 · 20245
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$17,157
CBIZ INVESTMENT ADVISORY SERVI · Investment management$51,159
RSM US LLP · Accounting / audit$15,200
CHARLES SCHWAB TRUST BANK · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$83,534 · 0.07%
2023$78,432 · 0.07%
2022$35,220 · 0.03%
All plans at this employer2
AM GENERAL HOURLY CAPITAL ACCUMULATION PLAN401(k)
AM GENERAL CAPITAL ACCUMULATION AND EMPLOYER RETIREMENT CONTRIBUTION PLAN401(k)
Same employer
Similar plansManufacturing · Indiana
Dexter Axle Company IN$156.8M · 0.14%
Kimball Electronics, Inc. IN$154.0M · 0.08%
Major Tool & Machine, Inc. IN$151.9M · 0.13%
Kirby Risk Corporation IN$129.4M · 0.13%
Steel Warehouse Company LLC IN$128.1M · 0.36%
Forest River, Inc. IN$126.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030448255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.