Plan Ledger DOL Form 5500 · updated monthly

Awi Management Corporation401(k)

AWI MANAGEMENT CORPORATION 401(K) PLAN · AUBURN, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Awi Management Corporation reported $22,591 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $81 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 rose from 0.60% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,482nd of 9,483), and 1,657th of 2,096 in real estate & leasing. In 2024, employees put in $12.52 for every $1.00 the employer contributed; active participation has grown from 269 to 320 since 2022.

Plan summary
Net assets, end of year$3,775,029
Participants with balances181
Active participants320
Employer contributions$25,981
Employee contributions$325,397
Employer contribution per active participant$81
Average account balance$20,857
Benefits paid to participants$316,896
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 181 accts · $26K emplr
2023$3.4M · 175 accts · $24K emplr
2022$2.8M · 167 accts · $24K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,002
Investment management$1,589
Total administrative$22,591
The Awi Management Corporation 401(k) match · 2024
Employer contribution per active participant$81
Median for plans this size$1,313
2024$81 per active participant
2023$85 per active participant
2022$89 per active participant

Awi Management Corporation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ATTEBERRY/SEARLE, INC. · Contract administrator$1,773
EMPOWER ADVISORY GROUP, LLC · Investment management$1,590
AMERITAS INVESTMENT CORPindirect 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$22,591 · 0.63%
2023$17,819 · 0.57%
2022$18,049 · 0.60%
Same employer
Similar plansReal Estate & Leasing · California
Vasona Management, Inc. CA$4.0M · 1.24%
Geweke Real Estate CA$3.5M · 0.43%
Spieker Companies, Inc. CA$3.3M · 0.05%
6 Founders, LLC CA$3.1M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208570246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.