Plan Ledger DOL Form 5500 · updated monthly

Auto Custom Carpets, Inc.ESOP

AUTO CUSTOM CARPETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · OXFORD, AL · plan year 2024

Reported admin expense ratio · 2024
0.30%

Auto Custom Carpets, Inc. reported $73,500 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. 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 0.23% to 0.30%. 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 261st-largest of 902 plans among Alabama employers on file, and the 5,169th of 13,661 in manufacturing. active participation has shrunk from 157 to 140 since 2022.

Plan summary
Net assets, end of year$24,759,670
Participants with balances291
Active participants140
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$85,085
Benefits paid to participants$3,110,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.8M · 291 accts
2023$24.2M · 282 accts
2022$24.1M · 271 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,688
Audit (IQPA)$17,500
Trustee / custodial$9,779
Total administrative$73,500
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
MENKE & ASSOCIATES, INC. · Contract administrator$36,688
WARREN AVERETT, LLC · Accounting / audit$17,500
CHARLES SCHWAB · Investment management$9,779
SANSOME STREET APPRAISERS, INC. · Valuation$8,600

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

Administrative cost history3
2024$73,500 · 0.30%
2023$56,238 · 0.23%
2022$57,360 · 0.23%
All plans at this employer2
AUTO CUSTOM CARPETS, INC. 401(K) RETIREMENT PLAN401(k)
AUTO CUSTOM CARPETS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansManufacturing · Alabama
Fastening Solutions, Inc. AL$25.2M · 0.33%
Plasman Corp. LLC AL$25.1M · 0.20%
Amico Holding Company, Inc. AL$24.8M · 0.38%
Sea Wire and Cable, Inc. AL$22.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630740625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.