Plan Ledger DOL Form 5500 · updated monthly

Todd Arthurs dba Alpine Home Air Products401(k)

TODD ARTHURS DBA ALPINE HOME AIR PRODUCTS 401(K) PLAN · SHEPHERDSVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Todd Arthurs dba Alpine Home Air Products reported $6,128 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,168 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 0.16% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Kentucky (702nd of 871), and 4,165th of 5,215 in retail trade. In 2024, employees put in $4.51 for every $1.00 the employer contributed; active participation has shrunk from 101 to 89 since 2022.

Plan summary
Net assets, end of year$3,641,212
Participants with balances172
Active participants89
Employer contributions$103,926
Employee contributions$468,963
Employer contribution per active participant$1,168
Average account balance$21,170
Benefits paid to participants$233,436
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 172 accts · $104K emplr
2023$2.9M · 168 accts · $105K emplr
2022$2.1M · 187 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,530
Investment management$2,598
Total administrative$6,128
The Todd Arthurs dba Alpine Home Air Products 401(k) match · 2024
Employer contribution per active participant$1,168
Median for plans this size$1,313
2024$1,168 per active participant
2023$1,158 per active participant
2022$1,241 per active participant

Todd Arthurs dba Alpine Home Air Products's 2024 employer contribution ran below 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
GUIDELINE, INC. · Plan administrator · Recordkeeping$5,585

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

Recordkeeper by year2
2024Guideline
2023Guideline

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,128 · 0.19%
2023$5,135 · 0.21%
2022$3,264 · 0.16%
Similar plansRetail Trade · Kentucky
Paul Miller Ford, Inc. KY$4.2M · 0.60%
Bill Collins Ford, Inc KY$4.2M · 0.41%
Paducah Ford, Inc. KY$4.1M · 0.19%
Quantrell Cadillac Inc KY$3.8M · 1.68%
McFutures, Inc. KY$3.6M · 0.94%
T-G Enterprises, Inc. KY$2.8M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510440929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.