Plan Ledger DOL Form 5500 · updated monthly

Amrest, LLC401(k)

AMREST LLC 401(K) PROFIT SHARING PLAN & TRUST · ATLANTA, GA · plan year 2013

Reported admin expense ratio · 2013
0.07%

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

Amrest, LLC reported $1,885 in plan administrative expenses for 2013: 0.07% of average plan assets, lower than ~75% 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.

Across the 11 years on file its reported administrative ratio rose from 0.07% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 14 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Georgia (1,887th of 2,160), and 12,586th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$2,461,594
Participants with balances401
Active participants308
Employer contributions$0
Employee contributions$90,994
Employer contribution per active participant$0
Average account balance$6,139
Benefits paid to participants$546,318
Plan auditUnmodified (clean) audit opinion
AuditorSEE ATTACHED
Plan history12
Yearassets · accounts · employer contribution
2024$1.1M · 108 accts
2023$1.3M · 113 accts
2022$1.2M · 114 accts
2021$1.4M · 117 accts
2020$1.4M · 119 accts
2019$1.6M · 105 accts
2018$1.6M · 288 accts
2017$1.8M · 464 accts
2016$1.7M · 467 accts
2015$1.7M · 470 accts
2014$2.1M · 518 accts
2013$2.5M · 401 accts
The Amrest, LLC 401(k) match · 2013
Employer contribution per active participant$0
Median for plans this size$166

Amrest, LLC's 2013 employer contribution ran below the $166 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 2013 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Paychex
2023Paychex

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Administrative cost history12
2024$12,269 · 0.99%
2023$11,126 · 0.86%
2022$10,401 · 0.78%
2021$18,943 · 1.37%
2020$9,754 · 0.67%
2019$28,813 · 1.79%
2018$16,999 · 0.99%
2017$2,658 · 0.15%
2016$355 · 0.02%
2015$2,095 · 0.11%
2014Not separately reported
2013$1,885 · 0.07%
Similar plansManufacturing · Georgia
Roytec Industries LLC GA$2.6M · 1.10%
Beaumont Products, Inc. GA$2.6M · 1.64%
Brumlow Mills, Inc. GA$2.5M · 0.88%
Ktx America Corporation GA$2.5M · 0.00%
T&S Hardwoods, Inc. GA$2.3M · 0.00%
Cfl USA, LLC GA$2.2M · 1.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262893562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.