Plan Ledger DOL Form 5500 · updated monthly

Halton Group Americas Inc.401(k)

HALTON GROUP AMERICAS, INC. 401(K) PLAN · SCOTTSVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Halton Group Americas Inc. reported $56,291 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,125 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 0.90% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 278th-largest of 871 plans among Kentucky employers on file, and the 5,697th of 13,661 in manufacturing. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,286,332
Participants with balances495
Active participants493
Employer contributions$1,047,429
Employee contributions$1,794,894
Employer contribution per active participant$2,125
Average account balance$43,003
Benefits paid to participants$1,361,887
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS INC.
Plan history3
Yearassets · accounts · employer contribution
2024$21.3M · 495 accts · $1.0M emplr
2023$17.6M · 446 accts · $933K emplr
2022$13.5M · 454 accts · $868K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,948
Investment management$53,343
Total administrative$56,291
The Halton Group Americas Inc. 401(k) match · 2024
Employer contribution per active participant$2,125
Median for plans this size$2,416
2024$2,125 per active participant
2023$2,096 per active participant
2022$1,723 per active participant

Halton Group Americas Inc.'s 2024 employer contribution ran below 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$13,378
ROBERT W BAIRD AND CO INC · Investment advisory (participants) · Investment advisory (plan)$23,296
STIFEL NICOLAUS AND CO INC · Investment advisory (participants) · Investment advisory (plan)$20,310
MESIROW FINANCIAL INVSTMNT MGMT INC · Investment advisory (participants) · Investment advisory (plan)$9,737

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

Recordkeeper by year2
2024OneAmerica
2023AMERICAN TRUST COMPANY

This plan has changed recordkeepers within these filings. If you left Halton Group Americas Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$56,291 · 0.29%
2023$476,488 · 3.06%
2022$125,990 · 0.90%
Same employer
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Four Roses Distillery LLC KY$22.4M · 0.06%
Mouser Cabinetry LLC KY$21.3M · 0.02%
Lbx Company, LLC KY$20.3M · 0.01%
Whip Mix Corporation KY$20.0M · 0.31%
Mbv-Ca, LLC KY$19.4M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202371429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.