Plan Ledger DOL Form 5500 · updated monthly

Atoske Holding Company401(k)

ATOSKE 401(K) PLAN · BOX ELDER, MT · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Atoske Holding Company reported $5,567 in plan administrative expenses for 2023: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,960 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 has held roughly steady near 0.174%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Montana (191st of 229), and 692nd of 786 in management of companies. In 2023, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,295,554
Participants with balances103
Active participants88
Employer contributions$260,507
Employee contributions$366,193
Employer contribution per active participant$2,960
Average account balance$31,996
Benefits paid to participants$975,814
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$3.3M · 103 accts · $261K emplr
2022$3.1M · 108 accts · $267K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,567
Total administrative$5,567
The Atoske Holding Company 401(k) match · 2023
Employer contribution per active participant$2,960
Median for plans this size$1,308
2023$2,960 per active participant
2022$2,897 per active participant

Atoske Holding Company's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
THE RETIREMENT PLAN COMPANY · Investment advisory (plan)$5,569

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

Administrative cost history3
2024Not separately reported
2023$5,567 · 0.17%
2022$5,712 · 0.17%
Same employer
Similar plansManagement of Companies · Montana
S&K Technologies, Inc. MT$58.8M · 0.60%
Prohealth Group, Inc. AL$3.3M · 0.96%
Doc Corporate Group, LLC TX$3.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813587394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.