Plan Ledger DOL Form 5500 · updated monthly

Atalys LLC401(k)

KEOWEE, LLC 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Atalys LLC reported $78,975 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,272 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 rose from 0.04% to 0.31%. 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 1,601st-largest of 5,648 plans among New York employers on file, and the 3,680th of 13,661 in manufacturing. In 2024, employees put in $3.47 for every $1.00 the employer contributed; active participation has grown from 236 to 361 since 2022.

Plan summary
Net assets, end of year$39,944,531
Participants with balances343
Active participants361
Employer contributions$459,230
Employee contributions$1,591,806
Employer contribution per active participant$1,272
Average account balance$116,456
Benefits paid to participants$6,861,805
Plan auditUnmodified (clean) audit opinion
AuditorBARNES, DENNIG, & CO., LTD
Plan history3
Yearassets · accounts · employer contribution
2024$39.9M · 343 accts · $459K emplr
2023$11.7M · 189 accts · $283K emplr
2022$9.2M · 184 accts · $92K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,355
Investment management$26,620
Total administrative$78,975
The Atalys LLC 401(k) match · 2024
Employer contribution per active participant$1,272
Median for plans this size$2,416
2024$1,272 per active participant
2023$1,189 per active participant
2022$391 per active participant

Atalys LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
EVERHART FINANCIAL GROUP INC EVERHA · Investment advisory (plan)$22,077
EMPOWER ADVISORY GROUP, LLC · Investment management$4,543

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$78,975 · 0.31%
2023$36,606 · 0.35%
2022$3,881 · 0.04%
Same employer
Similar plansManufacturing · New York
Rosina Food Products, Inc. NY$39.8M · 0.05%
Teamsters Local No. 264 NY$39.7M · 0.47%
Domino Foods, Inc. NY$39.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882793261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.