Plan Ledger DOL Form 5500 · updated monthly

Atlantic Tool & Die Company401(k)

ATLANTIC TOOL & DIE COMPANY 401K PLAN AND TRUST · STRONGSVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Atlantic Tool & Die Company reported $99,895 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,602 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 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,296th-largest of 3,295 plans among Ohio employers on file, and the 5,836th of 13,661 in manufacturing. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,522,241
Participants with balances365
Active participants334
Employer contributions$534,999
Employee contributions$1,470,426
Employer contribution per active participant$1,602
Average account balance$56,225
Benefits paid to participants$1,731,079
Plan auditUnmodified (clean) audit opinion
AuditorPEASE BELL CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 365 accts · $535K emplr
2023$17.6M · 330 accts · $479K emplr
2022$14.4M · 323 accts · $423K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,993
Investment management$44,902
Total administrative$99,895
The Atlantic Tool & Die Company 401(k) match · 2024
Employer contribution per active participant$1,602
Median for plans this size$2,416
2024$1,602 per active participant
2023$1,455 per active participant
2022$1,254 per active participant

Atlantic Tool & Die Company'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$54,993
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$44,902

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$99,895 · 0.52%
2023$83,882 · 0.52%
2022$83,639 · 0.53%
Similar plansManufacturing · Ohio
G.A. Wintzer & Son Company OH$20.7M · 0.34%
Turf Care Supply Corp. OH$20.6M · 0.40%
Hamilton Safe Co. OH$20.6M · 0.38%
Wulco, Inc. OH$20.5M · 0.50%
Merit Brass Co. OH$20.5M · 0.55%
Biery Cheese Company OH$20.4M · 0.41%
Cattron North America OH$20.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340680903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.