Plan Ledger DOL Form 5500 · updated monthly

Atkinsons Market Inc401(k)

ATKINSONS MARKET 401(K) & PROFIT SHARING PLAN · KETCHUM, ID · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

Atkinsons Market Inc reported $66,626 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,688 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 4 years on file its reported administrative ratio has held roughly steady near 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 89th-largest of 349 plans among Idaho employers on file, and the 1,196th of 5,215 in retail trade. In 2025, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,176,375
Participants with balances211
Active participants166
Employer contributions$280,170
Employee contributions$474,746
Employer contribution per active participant$1,688
Average account balance$119,319
Benefits paid to participants$1,592,884
Plan auditUnmodified (clean) audit opinion
AuditorLEAVITT, CHRISTENSEN & CO., PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$25.2M · 211 accts · $280K emplr
2024$22.0M · 193 accts · $271K emplr
2023$19.8M · 189 accts · $269K emplr
2022$17.8M · 189 accts · $283K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$20,839
Investment management$45,787
Total administrative$66,626
The Atkinsons Market Inc 401(k) match · 2025
Employer contribution per active participant$1,688
Median for plans this size$2,666
2025$1,688 per active participant
2024$1,622 per active participant
2023$1,792 per active participant
2022$1,839 per active participant

Atkinsons Market Inc's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ASCENSUS LLC · Loan processing · Recordkeeping$20,839
RAYMOND JAMES & ASSOCIATES · Investment advisory (plan)$45,787

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

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

Administrative cost history4
2025$66,626 · 0.28%
2024$60,324 · 0.29%
2023$54,181 · 0.29%
2022$59,365 · 0.29%
Same employer
Similar plansRetail Trade · Idaho
Jacksons Food Stores, Inc. ID$50.7M · 0.32%
Parker Motors, Inc. ID$43.8M · 0.33%
Scandinavian Designs, Inc. ID$41.1M · 0.49%
Right! Systems, Inc. ID$31.9M · 0.34%
Manito Super 1 Foods Inc. ID$24.1M · 0.38%
Peterson Motor Company ID$23.5M · 0.60%
Commercial Tire, Inc. ID$21.2M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820224483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.