Plan Ledger DOL Form 5500 · updated monthly

Amberwell Atchison Association401(k)

AMBERWELL ATCHISON ASSOCIATION RETIREMENT SAVINGS PLAN · ATCHISON, KS · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Amberwell Atchison Association reported $73,313 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,128 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 0.40% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 286th-largest of 828 plans among Kansas employers on file, and the 3,480th of 11,911 in health care & social assistance. In 2024, employees put in $3.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,657,340
Participants with balances546
Active participants455
Employer contributions$513,231
Employee contributions$1,735,635
Employer contribution per active participant$1,128
Average account balance$39,665
Benefits paid to participants$2,461,696
Plan auditUnmodified (clean) audit opinion
AuditorCOULTER AND JUSTUS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 546 accts · $513K emplr
2023$19.4M · 431 accts · $473K emplr
2022$18.1M · 410 accts · $282K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,313
Total administrative$73,313
The Amberwell Atchison Association 401(k) match · 2024
Employer contribution per active participant$1,128
Median for plans this size$2,416
2024$1,128 per active participant
2023$1,024 per active participant
2022$669 per active participant

Amberwell Atchison Association's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment advisory (participants)$73,313

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$73,313 · 0.36%
2023$53,689 · 0.29%
2022$76,803 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Midwest Health, Inc. KS$19.8M · 0.93%
Hospice, Inc. KS$18.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480561974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.