Plan Ledger DOL Form 5500 · updated monthly

Estex Manufacturing Company Inc.Profit-sharing plan

ESTEX MANUFACTURING COMPANY INC. PROFIT SHARING PLAN · FAIRBURN, GA · plan year 2023

Reported admin expense ratio · 2023
0.68%

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

Estex Manufacturing Company Inc. reported $23,799 in plan administrative expenses for 2023: 0.68% of average plan assets, above the peer median. Employer contributions averaged $2,315 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 0.73% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Georgia (1,760th of 2,160), and 11,932nd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,656,599
Participants with balances119
Active participants108
Employer contributions$250,000
Employee contributions—
Employer contribution per active participant$2,315
Average account balance$30,728
Benefits paid to participants$47,572
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$250K · 123 accts
2023$3.7M · 119 accts · $250K emplr
2022$3.3M · 117 accts · $250K emplr
Administrative expenses, itemized · 2023
Investment management$23,799
Total administrative$23,799
Employer contributions to the Estex Manufacturing Company Inc. plan · 2023
Employer contribution per active participant$2,315
Median for plans this size$1,308
2023$2,315 per active participant
2022$2,294 per active participant

Estex Manufacturing Company Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
RBC WEALTH MANAGEMENT · Investment advisory (plan)$23,799

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

Administrative cost history3
2024Not separately reported
2023$23,799 · 0.68%
2022$25,640 · 0.73%
Same employer
Similar plansManufacturing · Georgia
M.A. Industries, Inc. GA$4.2M · 0.30%
Frey-Moss Structures Inc. GA$4.1M · 0.55%
Thrush Aircraft, LLC GA$3.4M · 0.12%
Thomson Plastics, Inc. GA$3.3M · 1.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581466458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.