Plan Ledger DOL Form 5500 · updated monthly

The C. I. Thornburg Co, Inc.401(k)

THE C. I. THORNBURG CO. INC. PROFIT SHARING PLAN · HUNTINGTON, WV · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

The C. I. Thornburg Co, Inc. reported $8,567 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,763 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in West Virginia (141st of 265), and 2,930th of 4,246 in wholesale trade. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,882,133
Participants with balances154
Active participants150
Employer contributions$264,381
Employee contributions$517,482
Employer contribution per active participant$1,763
Average account balance$64,170
Benefits paid to participants$697,005
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,567
Total administrative$8,567
The The C. I. Thornburg Co, Inc. 401(k) match · 2024
Employer contribution per active participant$1,763
Median for plans this size$1,313

The C. I. Thornburg Co, Inc.'s 2024 employer contribution ran above 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

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

Administrative cost history1
2024$8,567 · 0.09%
Similar plansWholesale Trade · West Virginia
Service Wire Company WV$36.5M · 0.01%
Gabriel Brothers, Inc. WV$31.0M · 0.82%
Team Sledd, LLC WV$15.4M · 0.48%
Jefferds Corporation WV$13.8M · 0.02%
Gumby's, LLC WV$9.3M · 0.35%
Logan Corporation WV$7.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550421240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.