Plan Ledger DOL Form 5500 · updated monthly

Atwell, LLC401(k)

ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN · SOUTHFIELD, MI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Atwell, LLC reported $210,217 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $2,365 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 fell from 0.28% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 268th-largest of 2,619 plans among Michigan employers on file, and the 1,379th of 11,654 in professional & technical services. In 2024, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$110,014,769
Participants with balances1,658
Active participants1,357
Employer contributions$3,209,816
Employee contributions$10,027,963
Employer contribution per active participant$2,365
Average account balance$66,354
Benefits paid to participants$10,176,185
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$110.0M · 1,658 accts · $3.2M emplr
2022$49.8M · 1,247 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,101
Investment management$88,116
Total administrative$210,217
The Atwell, LLC 401(k) match · 2024
Employer contribution per active participant$2,365
Median for plans this size$3,635
2024$2,365 per active participant
2022$1,995 per active participant

Atwell, LLC's 2024 employer contribution ran below 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
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$152,049
NFP RETIREMENT INC · Investment management$58,068

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

Administrative cost history2
2024$210,217 · 0.22%
2022$140,049 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Michigan
Merative US L.P. MI$117.6M · 0.08%
Van Andel Research Institute MI$115.3M · 0.19%
Walker Consultants MI$108.8M · 0.03%
Dm Intermediate Parent, LLC MI$108.6M · 0.36%
Ghafari Associates, LLC MI$106.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271219822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.