Plan Ledger DOL Form 5500 · updated monthly

Atlas World Group, Inc.401(k)

ATLAS WORLD GROUP, INC. RETIREMENT PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Atlas World Group, Inc. reported $178,401 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,923 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 0.16% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 204th-largest of 1,562 plans among Indiana employers on file, and the 302nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,250,123
Participants with balances692
Active participants485
Employer contributions$1,902,662
Employee contributions$2,842,405
Employer contribution per active participant$3,923
Average account balance$104,408
Benefits paid to participants$10,692,207
Plan auditUnmodified (clean) audit opinion
AuditorWEINZAPFEL & CO., LLC
Plan history3
Yearassets · accounts · employer contribution
2024$72.3M · 692 accts · $1.9M emplr
2023$67.9M · 684 accts · $1.9M emplr
2022$58.6M · 709 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,157
Investment management$42,000
Total administrative$178,401
The Atlas World Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,923
Median for plans this size$3,635
2024$3,923 per active participant
2023$3,675 per active participant
2022$3,384 per active participant

Atlas World Group, Inc.'s 2024 employer contribution ran above the $3,635 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$77,157
CAPITAL STRATEGIES INVESTMENT GROUP · Consulting · Investment advisory (plan)$42,000

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$178,401 · 0.25%
2023$185,193 · 0.29%
2022$99,224 · 0.16%
Same employer
Similar plansTransportation & Warehousing · Indiana
Warehouse Services, Inc. IN$123.0M · 0.04%
Bulkmatic Transport Company IN$39.7M · 0.46%
Envista, LLC IN$38.3M · 0.27%
Wheaton van Lines, Inc. IN$35.0M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 351938544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.