Plan Ledger DOL Form 5500 · updated monthly

Applied Control Engineering Inc401(k)

APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN · NEWARK, DE · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Applied Control Engineering Inc reported $54,094 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,778 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 fell from 0.21% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 73rd-largest of 242 plans among Delaware employers on file, and the 3,652nd of 11,654 in professional & technical services. In 2024, employees put in $3.17 for every $1.00 the employer contributed; active participation has grown from 147 to 199 since 2022.

Plan summary
Net assets, end of year$35,374,688
Participants with balances216
Active participants199
Employer contributions$552,765
Employee contributions$1,749,867
Employer contribution per active participant$2,778
Average account balance$163,772
Benefits paid to participants$1,731,076
Plan auditDisclaimer of opinion
AuditorWHEELER WOLFENDEN DWARES
Plan history3
Yearassets · accounts · employer contribution
2024$35.4M · 216 accts · $553K emplr
2023$30.7M · 186 accts · $469K emplr
2022$25.3M · 173 accts · $428K emplr
The Applied Control Engineering Inc 401(k) match · 2024
Employer contribution per active participant$2,778
Median for plans this size$2,416
2024$2,778 per active participant
2023$2,757 per active participant
2022$2,912 per active participant

Applied Control Engineering Inc's 2024 employer contribution ran above 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 · 202410
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$54,094
AMERICAN FUNDS · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp
MET WEST FUNDS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
COHEN & STEERS FUNDS · Investment managementindirect comp
DODGE & COX · Legalindirect comp
TIAA-CREFindirect comp
JP MORGAN FUNDS · Named fiduciaryindirect comp
ALLSPRING GLOBALindirect 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
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$54,094 · 0.16%
2023$51,920 · 0.19%
2022$59,213 · 0.21%
Same employer
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Morris James LLP DE$74.2M · 0.24%
Qps, LLC DE$56.0M · 0.15%
Grant & Eisenhofer, P.A. DE$43.2M · 0.01%
Ntirety, Inc. DE$36.6M · 0.28%
Agilebits USA, Inc. DE$30.9M · 0.03%
Nexius Solutions, Inc. DE$18.9M · 0.28%
Prelude Therapeutics, Inc DE$17.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510333862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.