Plan Ledger DOL Form 5500 · updated monthly

Associated Wholesale Grocers, Inc.401(k)

AWG, INC RESTATED 401(K) PLAN · KANSAS CITY, KS · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Associated Wholesale Grocers, Inc. reported $189,747 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $7,313 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 0.04% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 22nd-largest of 828 plans among Kansas employers on file, and the 153rd of 4,246 in wholesale trade. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$311,102,980
Participants with balances3,370
Active participants2,764
Employer contributions$20,213,014
Employee contributions$16,075,452
Employer contribution per active participant$7,313
Average account balance$92,315
Benefits paid to participants$33,417,652
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$311.1M · 3,370 accts · $20.2M emplr
2023$273.3M · 3,515 accts · $19.8M emplr
2022$238.5M · 3,194 accts · $14.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,691
Audit (IQPA)$12,525
Total administrative$189,747
The Associated Wholesale Grocers, Inc. 401(k) match · 2024
Employer contribution per active participant$7,313
Median for plans this size$4,294
2024$7,313 per active participant
2023$6,855 per active participant
2022$5,654 per active participant

Associated Wholesale Grocers, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20242
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$136,691
PICKETT, CHANEY & MCMULLEN LLP · Accounting / audit$12,525

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$189,747 · 0.06%
2023$142,422 · 0.06%
2022$119,374 · 0.04%
All plans at this employer2
AWG, INC RESTATED 401(K) PLAN401(k)
AWG-NEBRASKA COLLECTIVE BARGAINING UNIT 401(K) PLAN401(k)
Same employer
Similar plansWholesale Trade · Kansas
Murphy-Hoffman Company KS$405.1M · 0.09%
Rb Global Holdings, Inc. IL$324.5M · 0.08%
Alex Lee, Inc. NC$323.1M · 0.24%
Openlane, Inc. IN$314.7M · 0.05%
Orora Packaging Solutions CA$304.2M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 480614866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.