Plan Ledger DOL Form 5500 · updated monthly

Amalgamated Sugar Company401(k)

AMALGAMATED SUGAR COMPANY SALARIED 401(K) PLAN · BOISE, ID · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Amalgamated Sugar Company reported $84,685 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $8,751 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 0.05% to 0.11%. 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 30th-largest of 349 plans among Idaho employers on file, and the 2,239th of 13,661 in manufacturing. In 2024, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,431,088
Participants with balances486
Active participants365
Employer contributions$3,194,161
Employee contributions$3,900,554
Employer contribution per active participant$8,751
Average account balance$165,496
Benefits paid to participants$13,500,561
Plan auditUnmodified (clean) audit opinion
AuditorEIDEBAILLY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$80.4M · 486 accts · $3.2M emplr
2023$75.2M · 479 accts · $3.1M emplr
2022$65.5M · 456 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,413
Investment management$25,817
Total administrative$84,685
The Amalgamated Sugar Company 401(k) match · 2024
Employer contribution per active participant$8,751
Median for plans this size$3,635
2024$8,751 per active participant
2023$8,905 per active participant
2022$8,075 per active participant

Amalgamated Sugar Company'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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$58,868
NFP RETIREMENT INC · Consulting · Investment advisory (plan)$25,817

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$84,685 · 0.11%
2023$48,552 · 0.07%
2022$31,704 · 0.05%
All plans at this employer2
AMALGAMATED SUGAR COMPANY HOURLY 401(K) PLAN401(k)
AMALGAMATED SUGAR COMPANY SALARIED 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Idaho
Woodgrain Inc. ID$271.8M · 0.19%
Litehouse, Inc. ID$209.6M
Riley Creek Lumber Company ID$118.5M · 0.41%
Cradlepoint, Inc. ID$103.7M · 0.15%
Petiq, LLC ID$38.3M · 0.20%
La Semiconductor ID$36.7M · 0.52%
Electronic Controls Company ID$33.8M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870568755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.