Plan Ledger DOL Form 5500 · updated monthly

Atkins Kroll, Inc.401(k)

ATKINS KROLL 401(K) PLAN · TAMUNING, GU · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Atkins Kroll, Inc. reported $5,764 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,628 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 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 10th-largest of 35 plans among GU employers on file, and the 1,806th of 5,215 in retail trade. In 2024, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,012,207
Participants with balances251
Active participants216
Employer contributions$351,660
Employee contributions$992,555
Employer contribution per active participant$1,628
Average account balance$63,794
Benefits paid to participants$1,126,696
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 251 accts · $352K emplr
2023$14.3M · 255 accts · $373K emplr
2022$11.9M · 223 accts · $331K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,764
Total administrative$5,764
The Atkins Kroll, Inc. 401(k) match · 2024
Employer contribution per active participant$1,628
Median for plans this size$2,416
2024$1,628 per active participant
2023$1,543 per active participant
2022$1,383 per active participant

Atkins Kroll, Inc.'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 · 20241
ASC TRUST, LLC · Recordkeeping · Pension consulting$5,764

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

Recordkeeper by year2
2024ASC TRUST, LLC
2023ASC TRUST, LLC

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

Administrative cost history3
2024$5,764 · 0.04%
2023$5,255 · 0.04%
2022$4,445 · 0.03%
Similar plansRetail Trade · GU
Payless Markets, Inc. GU$16.4M · 0.68%
Williams Lumber Inc. NY$16.1M · 0.35%
Marukai Corporation HI$16.0M · 1.31%
O'Daniel Automotive, Inc. IN$16.0M · 0.50%
Simmons Rockwell NY$16.0M · 0.51%
Bud Clary Chevrolet, Inc. WA$16.0M · 0.90%
Bestdrive, LLC SC$16.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942254396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.