Plan Ledger DOL Form 5500 · updated monthly

Ascot Enterprises, Inc.401(k)

ASCOT ENTERPRISES, INC. 401(K) SAVINGS PLAN AND TRUST · NAPPANEE, IN · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Ascot Enterprises, Inc. reported $24,332 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $360 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 0.58%. 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 Indiana (1,211th of 1,562), and 11,493rd of 13,661 in manufacturing. In 2024, employees put in $5.62 for every $1.00 the employer contributed; active participation has shrunk from 143 to 106 since 2022.

Plan summary
Net assets, end of year$4,457,939
Participants with balances72
Active participants106
Employer contributions$38,108
Employee contributions$214,204
Employer contribution per active participant$360
Average account balance$61,916
Benefits paid to participants$334,538
Plan auditUnmodified (clean) audit opinion
AuditorBADEN, GAGE & SCHROEDER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 72 accts · $38K emplr
2023$4.0M · 81 accts
2022$3.6M · 98 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,332
Total administrative$24,332
The Ascot Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$360
Median for plans this size$1,313
2024$360 per active participant
2022$699 per active participant

Ascot Enterprises, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TPA AT TIME OF FEE WITHDRAWL · Recordkeeping$2,046
LINCOLN NATIONAL CORPORATION · Contract administrator$12,308

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

Recordkeeper by year2
2024TPA AT TIME OF FEE WITHDRAWL
2023TPA AT TIME OF FEE WITHDRAWL

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

Administrative cost history3
2024$24,332 · 0.58%
2023$23,623 · 0.63%
2022$25,869 · 0.60%
Similar plansManufacturing · Indiana
Lakota Corp. IN$4.7M · 0.49%
Gta Containers, Inc. IN$4.7M · 0.25%
Chromasource, Inc. IN$4.4M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351381338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.