Plan Ledger DOL Form 5500 · updated monthly

Kysor Warren Epta US Corporation401(k)

EPTA US 401(K) RETIREMENT PLAN · COLUMBUS, GA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Kysor Warren Epta US Corporation reported $97,286 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,708 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 0.49% to 0.43%. 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 769th-largest of 2,160 plans among Georgia employers on file, and the 5,218th of 13,661 in manufacturing. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 590 to 682 since 2022.

Plan summary
Net assets, end of year$24,320,062
Participants with balances724
Active participants682
Employer contributions$1,165,056
Employee contributions$2,812,211
Employer contribution per active participant$1,708
Average account balance$33,591
Benefits paid to participants$3,523,783
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA PC
Plan history3
Yearassets · accounts · employer contribution
2024$24.3M · 724 accts · $1.2M emplr
2023$21.3M · 622 accts · $1.1M emplr
2022$17.0M · 583 accts · $817K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,286
Investment management$23,000
Total administrative$97,286
The Kysor Warren Epta US Corporation 401(k) match · 2024
Employer contribution per active participant$1,708
Median for plans this size$2,416
2024$1,708 per active participant
2023$1,848 per active participant
2022$1,384 per active participant

Kysor Warren Epta US Corporation'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$74,286
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$23,000

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$97,286 · 0.43%
2023$127,845 · 0.67%
2022$88,605 · 0.49%
Same employer
Similar plansManufacturing · Georgia
Pai Industries, Inc. GA$24.4M · 0.13%
Pinova Inc. GA$24.2M · 0.09%
Clyde Industries Inc. GA$24.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611918959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.