Plan Ledger DOL Form 5500 · updated monthly

Atkins & Pearce 401(K) Plan401(k)

ATKINS & PEARCE 401 (K) PLAN · COVINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Atkins & Pearce 401(K) Plan reported $36,653 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $815 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 fell from 0.52% to 0.47%. 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 Kentucky (536th of 871), and 9,619th of 13,661 in manufacturing. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 242 to 290 since 2022.

Plan summary
Net assets, end of year$8,106,568
Participants with balances206
Active participants290
Employer contributions$236,415
Employee contributions$502,154
Employer contribution per active participant$815
Average account balance$39,352
Benefits paid to participants$866,614
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 206 accts · $236K emplr
2023$7.3M · 190 accts · $228K emplr
2022$6.5M · 244 accts · $310K emplr
The Atkins & Pearce 401(K) Plan 401(k) match · 2024
Employer contribution per active participant$815
Median for plans this size$1,313
2024$815 per active participant
2023$1,276 per active participant
2022$1,283 per active participant

Atkins & Pearce 401(K) Plan's 2024 employer contribution ran below 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.

Service providers · 20242
BRINKER CAPITAL INVESTMENTS LLC · Investment advisory (plan)$31,978
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,675

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$36,653 · 0.47%
2023$37,980 · 0.55%
2022$35,779 · 0.52%
Same employer
Similar plansManufacturing · Kentucky
Tente Casters, Inc. KY$8.4M · 0.01%
Bando USA, Inc. KY$8.1M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611252163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.