Plan Ledger DOL Form 5500 · updated monthly

Ashton Potter (USA) LTD.401(k)

ASHTON POTTER (USA) LTD. 401(K) PLAN AND TRUST · WILLIAMSVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Ashton Potter (USA) LTD. reported $48,385 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $1,390 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 rose from 0.63% to 0.67%. 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 New York (4,043rd of 5,648), and 10,029th of 13,661 in manufacturing. In 2024, employees put in $2.67 for every $1.00 the employer contributed; active participation has shrunk from 159 to 128 since 2022.

Plan summary
Net assets, end of year$7,239,193
Participants with balances172
Active participants128
Employer contributions$177,983
Employee contributions$475,471
Employer contribution per active participant$1,390
Average account balance$42,088
Benefits paid to participants$1,761,884
Plan auditUnmodified (clean) audit opinion
AuditorPRIORE & RADEMAKER CPAS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 172 accts · $178K emplr
2023$7.2M · 196 accts · $156K emplr
2022$6.1M · 176 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,385
Total administrative$48,385
The Ashton Potter (USA) LTD. 401(k) match · 2024
Employer contribution per active participant$1,390
Median for plans this size$1,313
2024$1,390 per active participant
2023$942 per active participant
2022$1,234 per active participant

Ashton Potter (USA) LTD.'s 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$48,385 · 0.67%
2023$44,755 · 0.67%
2022$50,653 · 0.63%
Same employer
Similar plansManufacturing · New York
Unicell Body Co., Inc. NY$7.3M · 0.37%
Cvd Equipment Corporation NY$7.3M · 0.03%
Chartwell Operations LLC NY$7.2M · 0.76%
Lourdes Industries, Inc. NY$7.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043725219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.