Plan Ledger DOL Form 5500 · updated monthly

Avalon & Tahoe Mfg., Inc.401(k)

AVALON & TAHOE 401(K) RETIREMENT PLAN · ALMA, MI · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Avalon & Tahoe Mfg., Inc. reported $82,829 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,161 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 0.52%. 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 1,131st-largest of 2,619 plans among Michigan employers on file, and the 6,446th of 13,661 in manufacturing. In 2024, employees put in $1.66 for every $1.00 the employer contributed; active participation has shrunk from 459 to 399 since 2022.

Plan summary
Net assets, end of year$17,539,728
Participants with balances562
Active participants399
Employer contributions$862,120
Employee contributions$1,433,242
Employer contribution per active participant$2,161
Average account balance$31,209
Benefits paid to participants$1,287,718
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 562 accts · $862K emplr
2023$14.5M · 639 accts · $1.0M emplr
2022$9.6M · 610 accts · $903K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,829
Total administrative$82,829
The Avalon & Tahoe Mfg., Inc. 401(k) match · 2024
Employer contribution per active participant$2,161
Median for plans this size$2,416
2024$2,161 per active participant
2023$2,193 per active participant
2022$1,966 per active participant

Avalon & Tahoe Mfg., 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 · 20243
CAPITAL GROUP RETIREMENT PLAN SERVI$52,454
GREAT LAKES PENSION ASSOCIATES, INC · Loan processing$30,375
CAPITAL BANK AND TRUST COMPANY · Trusteeindirect comp

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$82,829 · 0.52%
2023$59,684 · 0.49%
2022$49,376 · 0.51%
Same employer
Similar plansManufacturing · Michigan
Terryberry Company, LLC MI$17.7M · 0.39%
Bekum America Corporation MI$17.6M · 0.01%
Betz Industries, Inc. MI$17.5M · 0.54%
Edwards Garment Co. MI$17.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382385785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.