Plan Ledger DOL Form 5500 · updated monthly

Am/Ns Calvert LLC401(k)

AM/NS CALVERT LLC 401K PLAN · CALVERT, AL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Am/Ns Calvert LLC reported $49,929 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,447 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 0.05% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 31st-largest of 902 plans among Alabama employers on file, and the 877th of 13,661 in manufacturing. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 1,940 to 2,153 since 2022.

Plan summary
Net assets, end of year$288,546,041
Participants with balances2,477
Active participants2,153
Employer contributions$11,726,729
Employee contributions$18,983,666
Employer contribution per active participant$5,447
Average account balance$116,490
Benefits paid to participants$22,381,163
Plan auditUnmodified (clean) audit opinion
AuditorWILKINS MILLER
Plan history3
Yearassets · accounts · employer contribution
2024$288.5M · 2,477 accts · $11.7M emplr
2023$234.8M · 2,353 accts · $10.5M emplr
2022$182.3M · 2,214 accts · $9.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,929
Total administrative$49,929
The Am/Ns Calvert LLC 401(k) match · 2024
Employer contribution per active participant$5,447
Median for plans this size$4,294
2024$5,447 per active participant
2023$5,139 per active participant
2022$4,852 per active participant

Am/Ns Calvert LLC's 2024 employer contribution ran above the $4,294 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$49,929

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

Administrative cost history3
2024$49,929 · 0.02%
2023$85,896 · 0.04%
2022$103,905 · 0.05%
Same employer
Similar plansManufacturing · Alabama
Altec Industries, Inc. AL$986.4M · 0.01%
McWane, Inc. AL$264.9M · 0.06%
Phifer Incorporated AL$184.0M · 0.03%
The Westervelt Company AL$136.6M · 0.09%
Neptune Technology Group Inc AL$133.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260206522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.