Plan Ledger DOL Form 5500 · updated monthly

Atc Drivetrain, LLC401(k)

ATC DRIVETRAIN, LLC RETIREMENT PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Atc Drivetrain, LLC reported $177,595 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,361 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 0.45% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 145th-largest of 724 plans among Oklahoma employers on file, and the 3,699th of 13,661 in manufacturing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,704,826
Participants with balances628
Active participants893
Employer contributions$1,214,928
Employee contributions$2,510,860
Employer contribution per active participant$1,361
Average account balance$63,224
Benefits paid to participants$4,642,480
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.7M · 628 accts · $1.2M emplr
2023$34.7M · 606 accts · $1.1M emplr
2022$29.0M · 632 accts · $999K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,733
Investment management$85,862
Total administrative$177,595
The Atc Drivetrain, LLC 401(k) match · 2024
Employer contribution per active participant$1,361
Median for plans this size$2,416
2024$1,361 per active participant
2023$1,381 per active participant
2022$1,221 per active participant

Atc Drivetrain, LLC's 2024 employer contribution ran below 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 · 20244
ADP, INC. · Loan processing · Recordkeeping$90,682
MERCER INVESTMENT MANAGEMENT, INC. · Recordkeeping · Trustee$53,020
BAKER TILLY VIRCHOW KRAUSE, LLP · Recordkeeping · Pension consulting$32,841
ADP BROKER-DEALERindirect 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
2024ADP, BAKER TILLY VIRCHOW KRAUSE, LLP, MERCER INVESTMENT MANAGEMENT, INC.
2023ADP, BAKER TILLY VIRCHOW KRAUSE, LLP, MERCER INVESTMENT MANAGEMENT, INC.

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Administrative cost history3
2024$177,595 · 0.48%
2023$137,728 · 0.43%
2022$143,728 · 0.45%
Same employer
Similar plansManufacturing · Oklahoma
Cfs Brands LLC OK$63.3M · 0.14%
W&W-Afco Steel LLC OK$62.2M · 0.17%
Kelvion Inc. OK$47.9M · 0.20%
M-D Building Products, Inc. OK$39.3M · 0.44%
Crosby US Acquisition Corp. OK$34.3M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900857545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.