Plan Ledger DOL Form 5500 · updated monthly

Ejot Atf, LP401(k)

ATF WELLNESS & SAVINGS PLAN · LINCOLNWOOD, IL · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Ejot Atf, LP reported $128,607 in plan administrative expenses for 2023: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,260 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 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,380th-largest of 3,702 plans among Illinois employers on file, and the 4,726th of 13,661 in manufacturing. In 2023, employees put in $4.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,069,469
Participants with balances376
Active participants348
Employer contributions$438,462
Employee contributions$1,801,138
Employer contribution per active participant$1,260
Average account balance$74,653
Benefits paid to participants$1,977,637
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.7M · 351 accts · $592K emplr
2023$28.1M · 376 accts · $438K emplr
2022$24.5M · 356 accts · $424K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$61,646
Investment management$66,961
Total administrative$128,607
The Ejot Atf, LP 401(k) match · 2023
Employer contribution per active participant$1,260
Median for plans this size$2,440
2024$1,857 per active participant
2023$1,260 per active participant
2022$1,220 per active participant

Ejot Atf, LP's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
SPECTRUM INVESTMENT · Investment advisory (plan)$66,961
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$61,646

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

Administrative cost history3
2024$147,492 · 0.53%
2023$128,607 · 0.49%
2022$144,885 · 0.54%
Same employer
Similar plansManufacturing · Illinois
Nation Pizza Products, LLC IL$28.4M · 0.26%
Digital Check Corp. IL$28.3M · 0.31%
Ventra Ionia LLC IL$28.2M · 0.24%
Powertrain Rockford, Inc. IL$28.2M · 0.26%
Lanzatech, Inc. IL$28.0M · 0.50%
Robertshaw Controls Company IL$27.9M · 0.06%
Ha International, LLC IL$27.5M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363176753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.