Employers › Auric Partners
Recordkeeping fees per participant · Amway Retirement Savings Plan · plan year 2024
$39.78
Higher than 64% of the 790 plans over $1B that report it.
= $189,831 / 4,772
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010153535NAL0004377779003, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153535NAL0004377779003, received 2025-10-10
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Administrative expenses excluding investment management, per participant
$40.28
Higher than 42% of the 1,045 plans over $1B that report it.
= $192,231 / 4,772
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010153535NAL0004377779003, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153535NAL0004377779003, received 2025-10-10
Administrative expenses per participant
$99.35
Higher than 71% of the 1,076 plans over $1B that report it.
= $474,078 / 4,772
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153535NAL0004377779003, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153535NAL0004377779003, received 2025-10-10
Administrative expenses as a share of assets
0.036%
Higher than 38% of the 1,076 plans over $1B that report it.
= $474,078 / $1,305,974,993
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153535NAL0004377779003, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010153535NAL0004377779003, received 2025-10-10
Employer contributions per participant
$6,209
Higher than 77% of the 1,135 plans over $1B that report it.
= $29,631,536 / 4,772
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153535NAL0004377779003, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153535NAL0004377779003, received 2025-10-10
Employer share of total contributions
45.4%
Higher than 86% of the 1,135 plans over $1B that report it.
= $29,631,536 / $65,290,522
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153535NAL0004377779003, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010153535NAL0004377779003, received 2025-10-10
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010153535NAL0004377779003, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALTICOR INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Plan name | AMWAY RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Sponsor EIN / plan number | 38-1736584 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Sponsor location | ADA, MI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Industry (business code) | 339900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Participants, beginning of year | 4,974 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Active participants | 3,259 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Participants, end of year | 4,861 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Participants with an account balance | 4,772 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Total assets, beginning of year | $1,235,370,422 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Total assets, end of year | $1,305,974,993 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Net assets, end of year | $1,305,974,993 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Total income | $225,977,978 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Net income | $70,604,571 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Employer contributions | $29,631,536 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Participant contributions | $32,954,348 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Other contributions (incl. rollovers) | $2,704,638 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Total contributions | $65,290,522 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Benefit payments | $154,862,192 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $155,373,407 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Total administrative expenses | $474,078 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Contract administrator fees | $2,400 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Recordkeeping fees | $189,831 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Investment advisory and management fees | $281,847 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Administrative expenses excluding investment management | $192,231 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Held in common/collective trusts | $415,355,506 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Held in mutual funds | $859,938,605 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010153535NAL0004377779003, received 2025-10-10 |
| Independent auditor | HUNGERFORD | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010153535NAL0004377779003, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010153535NAL0004377779003, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | ADVISOR | 27 Investment advisory (plan) | $281,847 | no |
| FIDELITY INV INST OPERATIONS COrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 65 Account maintenance fees; 15 Recordkeeping and information management; 16 Consulting (general); 19 Custodial (securities); 38 Participant communication; 59 Shareholder servicing fees; 18 Custodial (other than securities); 25 Trustee (directed); 60 Sub-transfer agency fees; 62 Float revenue; 70 Consulting fees; 64 Recordkeeping fees | $192,231 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010153535NAL0004377779003, received 2025-10-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,235,370,422 | $1,305,974,993 | 5.7% |
| Participants with a balance | 4,836 | 4,772 | -1.3% |
| Administrative expenses | $421,029 | $474,078 | 12.6% |
| Recordkeeping fees per participant | $42.21 | $39.78 | -5.7% |
| Employer contributions | $34,808,398 | $29,631,536 | -14.9% |
Prior filing 20241007161114NAL0016403761003, received 2024-10-07; the plan years are contiguous.
Sponsor name as filed: ALTICOR INC.; SEC registrant: AURIC PARTNERS LP (CIK 898793, matched by EIN).