Plan Ledger DOL Form 5500 · updated monthly

Angell-Demmel North America Corporation401(k)

ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN · LEBANON, KY · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

Angell-Demmel North America Corporation reported $8,750 in plan administrative expenses for 2022: 0.59% of average plan assets, above the peer median. Employer contributions averaged $378 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 manufacturing employers. By assets it is among the smaller plans on file in Kentucky (803rd of 871), and 13,120th of 13,661 in manufacturing. In 2022, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,364,512
Participants with balances91
Active participants92
Employer contributions$34,733
Employee contributions$61,091
Employer contribution per active participant$378
Average account balance$14,995
Benefits paid to participants$79,181
Plan auditUnmodified (clean) audit opinion
The Angell-Demmel North America Corporation 401(k) match · 2022
Employer contribution per active participant$378
Median for plans this size$1,114

Angell-Demmel North America Corporation's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,750 · 0.59%
Same employer
Similar plansManufacturing · Kentucky
Ermanco Conveyor, Inc. KY$2.2M · 0.05%
Iwis-Daido, LLC KY$1.7M · 0.70%
Bondtech Corporation KY$1.7M · 1.66%
The Lyons Companies KY$1.3M · 2.34%
Pleatco Holdings, LLC KY$1.1M · 0.97%
Rkw North America, Inc. KY$1.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263215759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.