Plan Ledger DOL Form 5500 · updated monthly

C.H. Powell Company401(k)

C.H. POWELL 401(K) INCENTIVE SAVINGS PLAN · CANTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

C.H. Powell Company reported $34,848 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,864 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 fell from 0.30% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Massachusetts (1,366th of 2,726), and the 776th of 2,677 in transportation & warehousing. In 2025, employees put in $3.00 for every $1.00 the employer contributed; active participation has shrunk from 174 to 155 since 2022.

Plan summary
Net assets, end of year$18,742,744
Participants with balances180
Active participants155
Employer contributions$288,924
Employee contributions$865,874
Employer contribution per active participant$1,864
Average account balance$104,126
Benefits paid to participants$1,746,647
Plan auditUnmodified (clean) audit opinion
AuditorSTOWE AND DEGON LLC
Plan history4
Yearassets · accounts · employer contribution
2025$18.7M · 180 accts · $289K emplr
2024$16.7M · 183 accts · $195K emplr
2023$14.9M · 191 accts · $168K emplr
2022$13.5M · 197 accts · $278K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$34,848
Total administrative$34,848
The C.H. Powell Company 401(k) match · 2025
Employer contribution per active participant$1,864
Median for plans this size$2,666
2025$1,864 per active participant
2024$1,251 per active participant
2023$1,041 per active participant
2022$1,596 per active participant

C.H. Powell Company's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,848

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

Administrative cost history4
2025$34,848 · 0.20%
2024$40,854 · 0.26%
2023$42,438 · 0.30%
2022$44,173 · 0.30%
Same employer
Similar plansTransportation & Warehousing · Massachusetts
N.R.F. Distributors, Inc. MA$22.3M · 0.43%
Sterling Corporation MA$18.6M · 0.60%
Rts Holdings, LLC MA$18.5M · 0.76%
Mid-State Management, Inc. MA$17.9M · 0.34%
Cape Cod Express, LLC MA$14.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 041740210 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.