Plan Ledger DOL Form 5500 · updated monthly

American Family Investments Inc401(k)

AMERICAN FAMILY INVESTMENTS 401(K) PLAN · CANTONMENT, FL · plan year 2022

Reported admin expense ratio · 2022
1.30%

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

American Family Investments Inc reported $27,112 in plan administrative expenses for 2022: 1.30% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,677 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Florida (3,098th of 3,644), and 568th of 612 in mining, oil & gas extraction. In 2022, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,063,455
Participants with balances82
Active participants143
Employer contributions$239,868
Employee contributions$344,646
Employer contribution per active participant$1,677
Average account balance$25,164
Benefits paid to participants$252,134
Plan auditUnmodified (clean) audit opinion
AuditorSALTMARSH CLEAVELAND & GUND
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$27,112
Total administrative$27,112
The American Family Investments Inc 401(k) match · 2022
Employer contribution per active participant$1,677
Median for plans this size$1,114

American Family Investments Inc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,112 · 1.30%
Similar plansMining, Oil & Gas Extraction · Florida
C & C North America Inc. FL$41.3M · 0.45%
E.R. Jahna Industries, Inc. FL$26.7M · 0.10%
Blue Water Industries LLC FL$15.8M · 0.73%
Blue Water Industries LLC FL$11.8M · 0.81%
Noble Casing, Inc. CO$2.1M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203009773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.