Plan Ledger DOL Form 5500 · updated monthly

Atkinson Candy Company401(k)

ATKINSON CANDY COMPANY 401K PROFIT SHARING PLAN · LUFKIN, TX · plan year 2021

Reported admin expense ratio · 2021
0.04%

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

Atkinson Candy Company reported $920 in plan administrative expenses for 2021: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.10% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (4,662nd of 5,688), and 12,425th of 13,661 in manufacturing. active participation has shrunk from 121 to 103 since 2020.

Plan summary
Net assets, end of year$2,750,099
Participants with balances96
Active participants103
Employer contributions$0
Employee contributions$130,513
Employer contribution per active participant$0
Average account balance$28,647
Benefits paid to participants$165,004
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY
Plan history3
Yearassets · accounts · employer contribution
2022$2.1M · 94 accts · $4K emplr
2021$2.8M · 96 accts
2020$2.5M · 105 accts
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$920
Total administrative$920
The Atkinson Candy Company 401(k) match · 2021
Employer contribution per active participant$0
Median for plans this size$994

Atkinson Candy Company's 2021 employer contribution ran below the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2022$2,640 · 0.11%
2021$920 · 0.04%
2020$2,379 · 0.10%
Same employer
Similar plansManufacturing · Texas
Burrows Millworks, Inc. TX$2.9M · 0.65%
Whi Global LLC TX$2.9M · 0.12%
Qesc LLC TX$2.8M · 0.37%
Agente Technical LLC TX$2.7M · 0.21%
Tex-Isle Supply, Inc. TX$2.7M · 0.93%
Kennedy Fabricating, LLC TX$2.7M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751075387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.