Plan Ledger DOL Form 5500 · updated monthly

Appalachian Wood Products, Inc.401(k)

APPALACHIAN WOOD PRODUCTS, INC. 401K PROFIT SHARING PLAN · CLEARFIELD, PA · plan year 2024

Reported admin expense ratio · 2024
0.98%

Appalachian Wood Products, Inc. reported $34,819 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. 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 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (3,091st of 3,651), and 11,968th of 13,661 in manufacturing. active participation has shrunk from 195 to 106 since 2022.

Plan summary
Net assets, end of year$3,577,206
Participants with balances98
Active participants106
Employer contributions—
Employee contributions$84,320
Employer contribution per active participant—
Average account balance$36,502
Benefits paid to participants$395,074
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG, OAKES, BROWN & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 98 accts
2023$3.5M · 100 accts
2022$3.3M · 111 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,119
Investment management$19,700
Total administrative$34,819
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
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$15,119
CREATIVE FINANCIAL GROUP · Investment management$10,734
NEWSQUARE CAPITAL, LLC · Investment advisory (plan)$8,944

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,819 · 0.98%
2023$36,549 · 1.06%
2022$36,026 · 0.99%
Same employer
Similar plansManufacturing · Pennsylvania
Alvord-Polk, Inc. PA$3.6M · 0.50%
Staiman Brothers, Inc. PA$3.6M · 0.83%
Gregory Packaging Inc PA$3.6M · 0.41%
Ask Foods, Inc. PA$3.6M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251537092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.