Plan Ledger DOL Form 5500 · updated monthly

Voigt-Abernathy Company, Inc.401(k)

VOIGT-ABERNATHY COMPANY, INC. 401(K) AND PROFIT SHARING PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Voigt-Abernathy Company, Inc. reported $30,076 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,749 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 419th-largest of 902 plans among Alabama employers on file, and the 912th of 2,534 in administrative & support services. In 2024, employees put in $4.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,796,083
Participants with balances123
Active participants123
Employer contributions$215,088
Employee contributions$941,953
Employer contribution per active participant$1,749
Average account balance$95,903
Benefits paid to participants$3,237,912
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,076
Total administrative$30,076
The Voigt-Abernathy Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,749
Median for plans this size$2,416

Voigt-Abernathy Company, Inc.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$88,127
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$19,753

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$30,076 · 0.26%
Similar plansAdministrative & Support Services · Alabama
Pbs Aso, LLC AL$17.2M · 1.20%
Guardian Credit Union AL$14.0M · 0.20%
Onin Staffing LLC AL$9.2M · 1.14%
Adtrav Corporation AL$8.9M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630317392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.