Plan Ledger DOL Form 5500 · updated monthly

The Entwistle Company401(k)

ENTWISTLE COMPANY EMPLOYEE 401(K) SAVINGS PLAN · HUDSON, MA · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

The Entwistle Company reported $5,099 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,014 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 0.015% to 0.010%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,202nd-largest of 2,726 plans among Massachusetts employers on file, and the 5,459th of 13,661 in manufacturing. In 2023, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,748,049
Participants with balances157
Active participants127
Employer contributions$255,772
Employee contributions$828,286
Employer contribution per active participant$2,014
Average account balance$144,892
Benefits paid to participants$4,514,908
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 153 accts · $393K emplr
2023$22.7M · 157 accts · $256K emplr
2022$21.9M · 163 accts · $234K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,838
Investment management$3,261
Total administrative$5,099
The The Entwistle Company 401(k) match · 2023
Employer contribution per active participant$2,014
Median for plans this size$2,440
2024$2,728 per active participant
2023$2,014 per active participant
2022$1,966 per active participant

The Entwistle Company's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$3,261
FIDELITY INV. INST. OP. CO., INC. · Loan processing$1,838

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$2,220 · 0.01%
2023$5,099 · 0.02%
2022$3,470 · 0.01%
Similar plansManufacturing · Massachusetts
Triton Systems , Inc. MA$23.6M · 0.46%
Brox Industries, Inc. MA$23.4M · 0.27%
American Biltrite Inc. MA$23.1M · 0.02%
Fiba Technologies, Inc. MA$22.7M · 0.23%
Black Duck Software, Inc. MA$22.1M · 0.02%
Ashworth Bros., Inc. MA$22.1M · 0.05%
Synqor, Inc. MA$22.0M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050271701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.