Plan Ledger DOL Form 5500 · updated monthly

Amtex Supply Holdings, Inc.401(k)

AMTEX SUPPLY HOLDINGS, INC. RETIREMENT PLAN & TRUST · VERNON HILLS, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Amtex Supply Holdings, Inc. reported $55,760 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,893 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 0.20% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,508th-largest of 3,702 plans among Illinois employers on file, and the 1,614th of 4,246 in wholesale trade. In 2024, employees put in $4.37 for every $1.00 the employer contributed; active participation has shrunk from 221 to 137 since 2022.

Plan summary
Net assets, end of year$24,382,320
Participants with balances213
Active participants137
Employer contributions$259,279
Employee contributions$1,132,824
Employer contribution per active participant$1,893
Average account balance$114,471
Benefits paid to participants$2,199,438
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO
Plan history3
Yearassets · accounts · employer contribution
2024$24.4M · 213 accts · $259K emplr
2023$22.6M · 274 accts · $336K emplr
2022$19.8M · 319 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,435
Investment management$45,325
Total administrative$55,760
The Amtex Supply Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,893
Median for plans this size$2,416
2024$1,893 per active participant
2023$1,624 per active participant

Amtex Supply Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CREATIVE PLANNING HOLDCO, LLC · Recordkeeping · Trustee$45,325
ADP, INC. · Loan processing · Recordkeeping$10,435
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, CREATIVE PLANNING HOLDCO, LLC
2023ADP, CREATIVE PLANNING INC.

This plan has changed recordkeepers within these filings. If you left Amtex Supply Holdings, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,760 · 0.24%
2023$49,807 · 0.23%
2022$45,598 · 0.20%
Similar plansWholesale Trade · Illinois
Florstar Sales, Inc. IL$25.6M · 0.35%
Swiss Steel USA, Inc. IL$25.2M · 0.40%
Metal One America, Inc. IL$24.6M · 0.20%
Munchs Supply, LLC IL$24.3M · 0.37%
Clare Holdings, LLC IL$24.2M · 0.29%
Wittenstein, Inc. IL$23.9M · 0.03%
Mj Holding Company, LLC IL$23.8M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823729171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.