Plan Ledger DOL Form 5500 · updated monthly

Engledow Inc.401(k)

ENGLEDOW INC. 401K PLAN · CARMEL, IN · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Engledow Inc. reported $35,723 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $284 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 0.03% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Indiana (1,151st of 1,562), and 1,402nd of 2,534 in administrative & support services. In 2024, employees put in $5.72 for every $1.00 the employer contributed; active participation has grown from 139 to 155 since 2022.

Plan summary
Net assets, end of year$5,333,031
Participants with balances134
Active participants155
Employer contributions$43,950
Employee contributions$251,341
Employer contribution per active participant$284
Average account balance$39,799
Benefits paid to participants$197,827
Plan auditUnmodified (clean) audit opinion
AuditorKRUGGEL, LAWTON & CO, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 134 accts · $44K emplr
2023$4.5M · 133 accts · $52K emplr
2022$4.2M · 135 accts · $47K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,108
Investment management$11,615
Total administrative$35,723
The Engledow Inc. 401(k) match · 2024
Employer contribution per active participant$284
Median for plans this size$1,313
2024$284 per active participant
2023$461 per active participant
2022$340 per active participant

Engledow Inc.'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 · 20242
FIDELITY INVESTMENTS · Loan processing$12,108
GLOBAL RETIREMENT · Investment advisory (plan)$11,615

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$35,723 · 0.72%
2023$18,637 · 0.43%
2022$1,371 · 0.03%
Same employer
Similar plansAdministrative & Support Services · Indiana
Dnb Holdings, Inc IN$6.4M · 0.84%
C&S Acquisitions, Inc. IN$5.8M · 0.01%
Springbuk, Inc. IN$5.4M · 1.26%
Gsf USA, Inc. IN$5.2M · 0.80%
Plastic Recycling, Inc. IN$4.2M · 0.04%
Ciproms, Inc. IN$3.5M · 1.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351066915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.