Plan Ledger DOL Form 5500 · updated monthly

J W Aluminum Company401(k)

J W ALUMINUM COMPANY 401(K) PLAN · MOUNT HOLLY, SC · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

J W Aluminum Company reported $148,347 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,785 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 0.36% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 104th-largest of 807 plans among South Carolina employers on file, and the 3,024th of 13,661 in manufacturing. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,953,065
Participants with balances625
Active participants465
Employer contributions$1,760,101
Employee contributions$3,880,063
Employer contribution per active participant$3,785
Average account balance$84,725
Benefits paid to participants$7,201,621
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.0M · 625 accts · $1.8M emplr
2023$47.9M · 631 accts · $1.7M emplr
2022$39.6M · 668 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,225
Investment management$76,122
Total administrative$148,347
The J W Aluminum Company 401(k) match · 2024
Employer contribution per active participant$3,785
Median for plans this size$3,635
2024$3,785 per active participant
2023$3,623 per active participant
2022$3,122 per active participant

J W Aluminum Company's 2024 employer contribution ran above the $3,635 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$72,225
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$32,291
REGIONS BANK · Investment advisory (plan)$17,806
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$16,454
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,572

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$148,347 · 0.29%
2023$151,304 · 0.35%
2022$156,083 · 0.36%
Same employer
Similar plansManufacturing · South Carolina
Auriga Polymers Inc. SC$59.6M · 0.11%
Amick Farms, LLC SC$59.0M · 0.53%
Rts Packaging, LLC SC$58.1M · 0.07%
Springs Global US, Inc. SC$51.3M · 0.19%
Wikoff Color Corporation SC$47.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133429951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.