American Federation of Labor &401(k)
AMERICAN FEDERATION OF LABOR & 401(K) PROFIT SHARING PLAN & TRUST · SACRAMENTO, CA · plan year 2019
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
American Federation of Labor & reported $1,626 in plan administrative expenses for 2019: 3.53% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 102 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (9,394th of 9,483), and 3,304th of 3,341 in other services.
American Federation of Labor &'s 2019 employer contribution ran below the $169 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.
Annual cost at the plan's reported 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 940824720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.