Plan Ledger DOL Form 5500 · updated monthly

Anderson, Eckstein and Westrick, Inc.401(k)

AEW, INC. RETIREMENT PLAN · SHELBY TOWNSHIP, MI · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Anderson, Eckstein and Westrick, Inc. reported $81,012 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $9,775 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 3 years on file its reported administrative ratio has held roughly steady near 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 476th-largest of 2,619 plans among Michigan employers on file, and the 2,546th of 11,654 in professional & technical services. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 124 to 143 since 2022.

Plan summary
Net assets, end of year$55,617,677
Participants with balances182
Active participants143
Employer contributions$1,397,883
Employee contributions$1,472,904
Employer contribution per active participant$9,775
Average account balance$305,592
Benefits paid to participants$2,623,953
Plan auditUnmodified (clean) audit opinion
AuditorJASON F. CLAUSEN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$55.6M · 182 accts · $1.4M emplr
2023$49.4M · 169 accts · $1.3M emplr
2022$39.4M · 164 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,046
Investment management$15,573
Total administrative$81,012
The Anderson, Eckstein and Westrick, Inc. 401(k) match · 2024
Employer contribution per active participant$9,775
Median for plans this size$3,635
2024$9,775 per active participant
2023$9,712 per active participant
2022$9,616 per active participant

Anderson, Eckstein and Westrick, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
ACEC RETIREMENT TRUST$64,393
EMPOWER ADVISORY GROUP, LLC · Investment management$15,573

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$81,012 · 0.15%
2023$72,001 · 0.16%
2022$61,726 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Michigan
Marketing Associates, LLC MI$58.2M · 0.09%
Dialogdirect, Inc. MI$55.7M · 0.40%
Azo Services, Inc. MI$54.2M · 0.00%
Spicer Group, Inc. MI$54.1M · 0.33%
Bs&A Software MI$51.9M · 0.27%
Yeo & Yeo Employees, Inc. MI$50.3M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381904829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.