Plan Ledger DOL Form 5500 · updated monthly

East and Westbrook Construction Company, Inc401(k)

EAST & WESTBROOK RETIREMENT SAVINGS PLAN · BUCKNER, KY · plan year 2023

Reported admin expense ratio · 2023
1.19%

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

East and Westbrook Construction Company, Inc reported $92,785 in plan administrative expenses for 2023: 1.19% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,762 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 1 year on file its reported administrative ratio fell from 1.48% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Kentucky (484th of 871), and 3,147th of 5,337 in construction. In 2023, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,611,945
Participants with balances311
Active participants445
Employer contributions$784,247
Employee contributions$1,333,637
Employer contribution per active participant$1,762
Average account balance$30,907
Benefits paid to participants$762,762
Plan auditUnmodified (clean) audit opinion
AuditorMATHER AND COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$9.6M · 311 accts · $784K emplr
2022$6.0M · 282 accts · $627K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$63,689
Investment management$29,096
Total administrative$92,785
The East and Westbrook Construction Company, Inc 401(k) match · 2023
Employer contribution per active participant$1,762
Median for plans this size$1,308
2023$1,762 per active participant
2022$2,391 per active participant

East and Westbrook Construction Company, Inc's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EDWARD D. JONES & CO., L.P. · Investment advisory (participants)$27,523
WILSHIRE ASSOCIATES INC · Investment advisory (participants)$1,573

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

Administrative cost history2
2023$92,785 · 1.19%
2022$75,294 · 1.48%
Same employer
Similar plansConstruction · Kentucky
Mago Construction Co., LLC KY$11.5M · 0.67%
Arrow Electric Co., Inc. KY$9.9M · 0.23%
Cleary Construction, Inc. KY$9.5M · 0.44%
Holland Roofing, Inc. KY$9.4M · 0.04%
Paul Hemmer Company KY$9.4M · 0.48%
Buffalo Construction Inc KY$8.9M · 0.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 610911916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.