Plan Ledger DOL Form 5500 · updated monthly

Woodbine Mfg dba Tommy Gate Co401(k)

WOODBINE MFG CO. RETIREMENT PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Woodbine Mfg dba Tommy Gate Co reported $64,023 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,666 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 0.41% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 396th-largest of 1,285 plans among Arizona employers on file, and the 6,396th of 13,661 in manufacturing. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has grown from 165 to 185 since 2022.

Plan summary
Net assets, end of year$17,788,117
Participants with balances230
Active participants185
Employer contributions$493,224
Employee contributions$1,055,033
Employer contribution per active participant$2,666
Average account balance$77,340
Benefits paid to participants$947,769
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 230 accts · $493K emplr
2023$15.1M · 204 accts · $440K emplr
2022$13.4M · 191 accts · $380K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,388
Investment management$37,635
Total administrative$64,023
The Woodbine Mfg dba Tommy Gate Co 401(k) match · 2024
Employer contribution per active participant$2,666
Median for plans this size$2,416
2024$2,666 per active participant
2023$2,516 per active participant
2022$2,304 per active participant

Woodbine Mfg dba Tommy Gate Co's 2024 employer contribution ran above 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 · 20243
AMERICAN ENTERPRISE INVESTMENT SERV · Recordkeeping · Trustee$37,595
ADP, INC. · Loan processing · Recordkeeping$26,428
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, AMERICAN ENTERPRISE INVESTMENT SERV
2023ADP, AMERICAN ENTERPRISE INVESTMENT SERV

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

Administrative cost history3
2024$64,023 · 0.39%
2023$58,753 · 0.41%
2022$63,425 · 0.41%
Similar plansManufacturing · Arizona
Head USA, Inc. AZ$19.7M · 0.26%
Southwest Microwave, Inc. AZ$18.4M · 0.48%
Prisma Graphic Corporation AZ$17.6M · 0.40%
Solar Industries, Inc. AZ$17.2M · 0.10%
Radiall USA, Inc. AZ$16.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420930347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.