Plan Ledger DOL Form 5500 · updated monthly

Atonne Group LLC401(k)

ATONNE GROUP 401K RETIREMENT SAVINGS PLAN · WYOMING, MI · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Atonne Group LLC reported $183,181 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,419 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 0.04% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 504th-largest of 2,619 plans among Michigan employers on file, and the 787th of 4,246 in wholesale trade. In 2024, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,908,219
Participants with balances745
Active participants890
Employer contributions$1,263,142
Employee contributions$3,527,404
Employer contribution per active participant$1,419
Average account balance$69,675
Benefits paid to participants$6,762,622
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.9M · 745 accts · $1.3M emplr
2023$44.3M · 707 accts · $748K emplr
2022$38.9M · 730 accts · $727K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$115,886
Investment management$67,295
Total administrative$183,181
The Atonne Group LLC 401(k) match · 2024
Employer contribution per active participant$1,419
Median for plans this size$2,416
2024$1,419 per active participant
2023$949 per active participant
2022$887 per active participant

Atonne Group LLC'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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$89,151
CENTENNIAL SECURITIES CO · Consulting · Insurance services$67,295
ERP SOUTHWEST LLC · Contract administrator$26,735
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023PATHWAY BENEFIT SERVICES, INC.

This plan has changed recordkeepers within these filings. If you left Atonne Group LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$183,181 · 0.38%
2023$17,954 · 0.04%
2022$16,370 · 0.04%
Same employer
Similar plansWholesale Trade · Michigan
The Macomb Group, Inc. MI$52.1M · 0.31%
Ford Component Sales, LLC MI$52.0M · 0.04%
Madison Electric Company MI$46.4M · 0.02%
Novo Distribution, LLC MI$42.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202973872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.