Plan Ledger DOL Form 5500 · updated monthly

Goodwyn Mills Cawood, LLC401(k)

GOODWYN MILLS CAWOOD, LLC 401(K) PROFIT SHARING PLAN AND TRUST · MONTGOMERY, AL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Goodwyn Mills Cawood, LLC reported $159,152 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,191 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 fell from 0.44% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 135th-largest of 902 plans among Alabama employers on file, and the 2,581st of 11,654 in professional & technical services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 471 to 643 since 2022.

Plan summary
Net assets, end of year$54,552,445
Participants with balances726
Active participants643
Employer contributions$2,051,892
Employee contributions$4,280,066
Employer contribution per active participant$3,191
Average account balance$75,141
Benefits paid to participants$3,003,790
Plan auditUnmodified (clean) audit opinion
AuditorALDRIDGE, BORDEN & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$54.6M · 726 accts · $2.1M emplr
2023$44.7M · 647 accts · $1.9M emplr
2022$35.6M · 642 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,014
Investment management$79,293
Audit (IQPA)$8,845
Total administrative$159,152
The Goodwyn Mills Cawood, LLC 401(k) match · 2024
Employer contribution per active participant$3,191
Median for plans this size$2,416
2024$3,191 per active participant
2023$3,438 per active participant
2022$2,980 per active participant

Goodwyn Mills Cawood, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
REGIONS BANK · Investment advisory (plan)$67,065
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,227
ALDRIDGE, BORDEN & COMPANY, P.C. · Accounting / audit$8,845

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$159,152 · 0.32%
2023$131,770 · 0.33%
2022$168,584 · 0.44%
Same employer
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Avion Solutions, Inc. AL$61.9M · 0.24%
Fullsteam Personnel LLC AL$61.8M · 0.58%
Intrepid Group, Inc. AL$61.7M · 0.29%
Nlogic, Inc. AL$54.4M · 0.01%
Sigmatech, Inc. AL$49.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854128572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.