Plan Ledger DOL Form 5500 · updated monthly

Excel Interior Door, LLC401(k)

EXCEL INTERIOR DOOR, LLC 401(K) PLAN · HARTSELLE, AL · plan year 2024

Reported admin expense ratio · 2024
2.96%

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

Excel Interior Door, LLC reported $20,206 in plan administrative expenses for 2024: 2.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,691 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 1.79% to 2.96%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Alabama (862nd of 902), and 13,338th of 13,661 in manufacturing. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$843,387
Participants with balances101
Active participants89
Employer contributions$239,543
Employee contributions$178,452
Employer contribution per active participant$2,691
Average account balance$8,350
Benefits paid to participants$164,110
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$843K · 101 accts · $240K emplr
2023$523K · 166 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,206
Total administrative$20,206
The Excel Interior Door, LLC 401(k) match · 2024
Employer contribution per active participant$2,691
Median for plans this size$540
2024$2,691 per active participant
2023$3,522 per active participant

Excel Interior Door, LLC's 2024 employer contribution ran above the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PASI, LLC · Contract administrator$3,295
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$2,371
EMPOWER ADVISORY GROUP, LLC · Investment management$168

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

Administrative cost history2
2024$20,206 · 2.96%
2023$9,383 · 1.79%
Similar plansManufacturing · Alabama
Linden Lumber, LLC AL$1.2M · 1.64%
Sja, Inc. AL$1.1M · 0.82%
Rcf, LLC AL$1.0M · 1.11%
Two Rivers Lumber AL$848K · 0.65%
Straehle Hes USA, Inc. AL$709K · 1.62%
Leehan America, Inc. AL$392K · 0.09%
C & J Tech Alabama, Inc. AL$98K · 0.28%
Custom Cut Solutions LLC AL$90K · 3.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450840859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.