Plan Ledger DOL Form 5500 · updated monthly

Am-Liner East, Inc.401(k)

AM-LINER SAVINGS & RETIREMENT PLAN · BERRYVILLE, VA · plan year 2023

Reported admin expense ratio · 2023
0.80%

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

Am-Liner East, Inc. reported $58,155 in plan administrative expenses for 2023: 0.80% of average plan assets, above the peer median. Employer contributions averaged $2,598 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 has held roughly steady near 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Virginia (1,607th of 2,266), and 3,404th of 5,337 in construction. In 2023, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,912,811
Participants with balances99
Active participants88
Employer contributions$228,584
Employee contributions$385,490
Employer contribution per active participant$2,598
Average account balance$79,927
Benefits paid to participants$312,921
Plan auditUnmodified (clean) audit opinion
AuditorREGAN, SCHICKNER & HARPER, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$7.9M · 99 accts · $229K emplr
2022$6.6M · 103 accts · $228K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,783
Investment management$32,372
Total administrative$58,155
The Am-Liner East, Inc. 401(k) match · 2023
Employer contribution per active participant$2,598
Median for plans this size$1,308
2023$2,598 per active participant
2022$2,649 per active participant

Am-Liner East, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$32,372
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$25,783
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2023$58,155 · 0.80%
2022$57,489 · 0.79%
Similar plansConstruction · Virginia
Compu Dynamics, LLC VA$9.2M · 0.60%
B&S Site Development, LLC VA$7.7M · 0.04%
M.E. Flow, Inc. VA$6.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541740179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.