Plan Ledger DOL Form 5500 · updated monthly

Twenty 20 Management, Inc.401(k)

TWENTY 20 MANAGEMENT, INC. 401(K) PLAN · CHRISTIANSBURG, VA · plan year 2024

Reported admin expense ratio · 2024
1.94%

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

Twenty 20 Management, Inc. reported $20,196 in plan administrative expenses for 2024: 1.94% of average plan assets, higher than ~90% of peers. Employer contributions averaged $115 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 1.72% to 1.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,155th of 2,266), and 10,720th of 11,911 in health care & social assistance. In 2024, employees put in $5.77 for every $1.00 the employer contributed; active participation has shrunk from 461 to 342 since 2022.

Plan summary
Net assets, end of year$1,216,297
Participants with balances234
Active participants342
Employer contributions$39,420
Employee contributions$227,427
Employer contribution per active participant$115
Average account balance$5,198
Benefits paid to participants$30,042
Plan auditUnmodified (clean) audit opinion
AuditorHESS, STEWART, & CAMPBELL, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 234 accts · $39K emplr
2023$864K · 219 accts · $45K emplr
2022$490K · 169 accts · $32K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,096
Investment management$6,100
Total administrative$20,196
The Twenty 20 Management, Inc. 401(k) match · 2024
Employer contribution per active participant$115
Median for plans this size$1,313
2024$115 per active participant
2023$123 per active participant
2022$69 per active participant

Twenty 20 Management, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$20,196

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$20,196 · 1.94%
2023$18,261 · 2.70%
2022$7,311 · 1.72%
Similar plansHealth Care & Social Assistance · Virginia
Ehs Support Services, LLC VA$1.1M · 1.48%
HEAD2HEAD, Inc. VA$976K · 1.67%
Caritas VA$962K · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 270541393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.