Plan Ledger DOL Form 5500 · updated monthly

H & W Construction Company, Inc.401(k)

AIKENS GROUP 401(K) PROFIT SHARING PLAN · WINCHESTER, VA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

H & W Construction Company, Inc. reported $9,260 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $806 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 1.00% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Virginia (1,931st of 2,266), and 4,298th of 5,337 in construction. In 2024, employees put in $2.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,787,678
Participants with balances138
Active participants183
Employer contributions$147,417
Employee contributions$419,666
Employer contribution per active participant$806
Average account balance$27,447
Benefits paid to participants$81,023
Plan auditUnmodified (clean) audit opinion
AuditorCAMPBELL & LINEBERRY, PC
Plan history2
Yearassets · accounts · employer contribution
2024$3.8M · 138 accts · $147K emplr
2022$1.7M · 85 accts · $28K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,970
Investment management$290
Total administrative$9,260
The H & W Construction Company, Inc. 401(k) match · 2024
Employer contribution per active participant$806
Median for plans this size$1,313
2024$806 per active participant
2022$146 per active participant

H & W Construction Company, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
SENTRY LIFE INSURANCE COMPANY$8,970

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$9,260 · 0.27%
2022$19,018 · 1.00%
Similar plansConstruction · Virginia
B3 Enterprises, LLC VA$4.0M · 1.40%
Mathers Construction Co. VA$3.4M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 540928137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.