401k Record

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Entwistle 401(k)

Recordkeeping fees per participant · Entwistle Company Employee 401(k) Savings Plan · plan year 2024

$13.32

Higher than 13% of the 14,075 plans $10 to 50M that report it.

Source

= $2,038 / 153
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250903054428NAL0014891185001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903054428NAL0014891185001, received 2025-09-03

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-09-03.

Cost and contributions

Administrative expenses excluding investment management, per participant

$13.32

10th: $15.36median $118.8890th: $340.63

Higher than 9% of the 24,371 plans $10 to 50M that report it.

Source

= $2,038 / 153
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250903054428NAL0014891185001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903054428NAL0014891185001, received 2025-09-03

Administrative expenses per participant

$14.51

10th: $26.86median $197.2590th: $456.10

Higher than 6% of the 25,098 plans $10 to 50M that report it.

Source

= $2,220 / 153
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903054428NAL0014891185001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903054428NAL0014891185001, received 2025-09-03

Administrative expenses as a share of assets

0.011%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 3% of the 25,132 plans $10 to 50M that report it.

Source

= $2,220 / $19,972,903
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903054428NAL0014891185001, received 2025-09-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250903054428NAL0014891185001, received 2025-09-03

Employer contributions per participant

$2,568

10th: $664median $2,07490th: $4,751

Higher than 64% of the 24,050 plans $10 to 50M that report it.

Source

= $392,882 / 153
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903054428NAL0014891185001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903054428NAL0014891185001, received 2025-09-03

Employer share of total contributions

27.9%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 50% of the 24,084 plans $10 to 50M that report it.

Source

= $392,882 / $1,407,424
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903054428NAL0014891185001, received 2025-09-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250903054428NAL0014891185001, received 2025-09-03

Plan terms, as stated in The Entwistle Company's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250903054428NAL0014891185001, received 2025-09-03

Full record, Entwistle Company Employee 401(k) Savings Plan

FieldValueSource
Plan sponsorTHE ENTWISTLE COMPANYForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250903054428NAL0014891185001, received 2025-09-03
Plan nameENTWISTLE COMPANY EMPLOYEE 401(K) SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250903054428NAL0014891185001, received 2025-09-03
Sponsor EIN / plan number05-0271701 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250903054428NAL0014891185001, received 2025-09-03
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250903054428NAL0014891185001, received 2025-09-03
Sponsor locationHUDSON, MAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250903054428NAL0014891185001, received 2025-09-03
Industry (business code)339900, ManufacturingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250903054428NAL0014891185001, received 2025-09-03
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250903054428NAL0014891185001, received 2025-09-03
Filing received2025-09-03Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250903054428NAL0014891185001, received 2025-09-03
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250903054428NAL0014891185001, received 2025-09-03
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250903054428NAL0014891185001, received 2025-09-03
Participants, beginning of year162Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250903054428NAL0014891185001, received 2025-09-03
Active participants144Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250903054428NAL0014891185001, received 2025-09-03
Participants, end of year172Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250903054428NAL0014891185001, received 2025-09-03
Participants with an account balance153Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903054428NAL0014891185001, received 2025-09-03
Total assets, beginning of year$22,748,049Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250903054428NAL0014891185001, received 2025-09-03
Total assets, end of year$19,972,903Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250903054428NAL0014891185001, received 2025-09-03
Net assets, end of year$19,972,903Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250903054428NAL0014891185001, received 2025-09-03
Total income$5,304,750Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250903054428NAL0014891185001, received 2025-09-03
Net income$-2,775,146Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250903054428NAL0014891185001, received 2025-09-03
Employer contributions$392,882Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903054428NAL0014891185001, received 2025-09-03
Participant contributions$856,818Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250903054428NAL0014891185001, received 2025-09-03
Other contributions (incl. rollovers)$157,724Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250903054428NAL0014891185001, received 2025-09-03
Total contributions$1,407,424Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250903054428NAL0014891185001, received 2025-09-03
Benefit payments$8,073,197Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250903054428NAL0014891185001, received 2025-09-03
Total expenses (incl. benefit payments)$8,079,896Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250903054428NAL0014891185001, received 2025-09-03
Total administrative expenses$2,220Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903054428NAL0014891185001, received 2025-09-03
Recordkeeping fees$2,038Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250903054428NAL0014891185001, received 2025-09-03
Investment advisory and management fees$182Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250903054428NAL0014891185001, received 2025-09-03
Administrative expenses excluding investment management$2,038derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250903054428NAL0014891185001, received 2025-09-03
Held in common/collective trusts$1,249,672Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250903054428NAL0014891185001, received 2025-09-03
Held in mutual funds$18,046,569Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250903054428NAL0014891185001, received 2025-09-03
Independent auditorRSM US LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250903054428NAL0014891185001, received 2025-09-03

Position = column in the DOL layout for form year 2024. Filing 20250903054428NAL0014891185001, received 2025-09-03.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INV. INST. OP. CO., INC.recordkeeperRECORDKEEPER 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees $2,038yes
STRATEGIC ADVISORS, INC.ADVISOR 27 Investment advisory (plan) $182no

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 20250903054428NAL0014891185001, received 2025-09-03.

What changed since the 2023 plan year

Figure20232024Change
Total assets$22,748,049$19,972,903-12.2%
Participants with a balance157153-2.5%
Administrative expenses$5,099$2,220-56.5%
Recordkeeping fees per participant$11.71$13.3213.8%
Employer contributions$255,772$392,88253.6%

Prior filing 20241003043106NAL0016199168001, received 2024-10-03; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: THE ENTWISTLE COMPANY; SEC registrant: ENTWISTLE CO (CIK 33061, matched by EIN).