Plan Ledger DOL Form 5500 · updated monthly

Ewie Group of Companies, LLC401(k)

EWIE GROUP OF COMPANIES 401(K) PLAN · ANN ARBOR, MI · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Ewie Group of Companies, LLC reported $107,865 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,081 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 831st-largest of 2,619 plans among Michigan employers on file, and the 1,448th of 4,246 in wholesale trade. In 2024, employees put in $3.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,644,922
Participants with balances443
Active participants495
Employer contributions$535,195
Employee contributions$1,681,338
Employer contribution per active participant$1,081
Average account balance$62,404
Benefits paid to participants$2,484,057
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,082
Investment management$22,373
Audit (IQPA)$22,550
Total administrative$107,865
The Ewie Group of Companies, LLC 401(k) match · 2024
Employer contribution per active participant$1,081
Median for plans this size$2,416

Ewie Group of Companies, LLC'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 · 20244
SUMMIT FINANCIAL LLC · Investment advisory (plan)$38,151
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$36,083
UHY LLP · Accounting / audit$22,550
SUMMIT GROUP RETIREMENT PLANNERS · Consulting$11,081

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

Administrative cost history1
2024$107,865 · 0.41%
Same employer
Similar plansWholesale Trade · Michigan
Hino Motors Sales USA, Inc MI$31.4M · 0.03%
H. H. Barnum Company MI$31.2M · 0.25%
Kmw Group, Inc. MI$31.1M · 0.25%
365 Retail Markets, LLC MI$28.6M · 0.27%
Rowley Brothers, Inc MI$27.2M · 0.43%
Brighton Employment, Inc. MI$26.7M · 0.31%
Idn Global, Inc. MI$25.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833043953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.