Plan Ledger DOL Form 5500 · updated monthly

Ewie Co., Inc.401(k)

EWIE GROUP OF COMPANIES 401(K) PLAN · ANN ARBOR, MI · plan year 2023

Reported admin expense ratio · 2023
1.10%

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

Ewie Co., Inc. reported $248,052 in plan administrative expenses for 2023: 1.10% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,071 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 rose from 0.40% to 1.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 898th-largest of 2,619 plans among Michigan employers on file, and the 1,608th of 4,246 in wholesale trade. In 2023, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,526,573
Participants with balances517
Active participants527
Employer contributions$564,539
Employee contributions$1,474,232
Employer contribution per active participant$1,071
Average account balance$47,440
Benefits paid to participants$1,698,930
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history2
Yearassets · accounts · employer contribution
2023$24.5M · 517 accts · $565K emplr
2022$20.6M · 421 accts · $410K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$56,377
Investment management$68,890
Audit (IQPA)$122,785
Total administrative$248,052
The Ewie Co., Inc. 401(k) match · 2023
Employer contribution per active participant$1,071
Median for plans this size$2,440
2023$1,071 per active participant
2022$797 per active participant

Ewie Co., Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
THE VANGUARD GROUP, INC. · Recordkeeping$56,377
UHY, LLP · Accounting / audit$122,785
SUMMIT FINANCIAL · Investment advisory (plan)$68,890

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$248,052 · 1.10%
2022$91,297 · 0.40%
Similar plansWholesale Trade · Michigan
Idn Global, Inc. MI$25.7M · 0.24%
Medler Electric Company MI$25.3M · 0.16%
Heller Machine Tools, L.P. MI$23.7M · 0.15%
Young Supply Company MI$23.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382384853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.