Plan Ledger DOL Form 5500 · updated monthly

Edco Tool & Die, Co.401(k)

THE EXCO TECHNOLOGIES LIMITED U.S. AFFILIATES DEFERRED PROFIT SHARING PLAN · · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Edco Tool & Die, Co. reported $46,275 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $823 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 fell from 0.55% to 0.39%. 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 7,965th of 13,661 in manufacturing. In 2024, employees put in $3.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,208,377
Participants with balances302
Active participants192
Employer contributions$158,046
Employee contributions$628,021
Employer contribution per active participant$823
Average account balance$40,425
Benefits paid to participants$1,478,256
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 302 accts · $158K emplr
2023$11.8M · 301 accts · $160K emplr
2022$9.8M · 298 accts · $152K emplr
Administrative expenses, itemized · 2024
Investment management$46,275
Total administrative$46,275
The Edco Tool & Die, Co. 401(k) match · 2024
Employer contribution per active participant$823
Median for plans this size$2,416
2024$823 per active participant
2023$824 per active participant
2022$777 per active participant

Edco Tool & Die, Co.'s 2024 employer contribution ran below the $2,416 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$46,657
FIFTH THIRD BANK · Investment advisory (plan)$14,354

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$46,275 · 0.39%
2023$48,223 · 0.45%
2022$51,016 · 0.55%
Similar plansManufacturing
Active Manufacturing, Corp. MI$12.2M · 0.47%
Twist, Inc. OH$12.2M · 0.22%
McNaughton & Gunn, Inc. MI$12.2M · 0.51%
Muth Mirror Systems LLC WI$12.2M · 0.31%
Aerometals, Inc. CA$12.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341786002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.