Plan Ledger DOL Form 5500 · updated monthly

Atw Companies, Inc.401(k)

ATW COMPANIES 401(K) PLAN · WARWICK, RI · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Atw Companies, Inc. reported $77,058 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,795 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 0.37%. 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 119th-largest of 286 plans among Rhode Island employers on file, and the 5,627th of 13,661 in manufacturing. In 2024, employees put in $3.56 for every $1.00 the employer contributed; active participation has shrunk from 204 to 164 since 2022.

Plan summary
Net assets, end of year$21,682,487
Participants with balances266
Active participants164
Employer contributions$294,404
Employee contributions$1,047,556
Employer contribution per active participant$1,795
Average account balance$81,513
Benefits paid to participants$2,452,685
Plan auditUnmodified (clean) audit opinion
AuditorSANSIVERI KIMBALL & C0. L.L.P.
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 266 accts · $294K emplr
2023$20.1M · 289 accts · $345K emplr
2022$17.8M · 316 accts · $368K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,399
Investment management$49,659
Total administrative$77,058
The Atw Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,795
Median for plans this size$2,416
2024$1,795 per active participant
2023$1,818 per active participant
2022$1,804 per active participant

Atw Companies, Inc.'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
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$39,059
ADP, INC. · Loan processing · Recordkeeping$27,398
SANSIVERI, KIMBALL & CO., L.L.P · Recordkeeping · Pension consulting$10,600
ADP BROKER-DEALERindirect 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
2024ADP, Morgan Stanley, SANSIVERI, KIMBALL & CO., L.L.P
2023ADP, Morgan Stanley, SANSIVERI, KIMBALL & CO., L.L.P

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Administrative cost history3
2024$77,058 · 0.37%
2023$74,579 · 0.39%
2022$76,359 · 0.39%
Same employer
Similar plansManufacturing · Rhode Island
Greystone of Lincoln Inc RI$27.9M · 0.05%
Alloy Holdings, LLC RI$27.9M · 0.44%
A.T. Cross Company LLC RI$21.8M · 0.19%
Cooley, Incorporated RI$21.1M · 0.24%
Atrion, Inc. RI$16.0M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050234070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.