Employers › Amsted Industries › plan 002
Recordkeeping fees per participant · Amsted Industries Employees Capital Accumulation Plan · plan year 2024
$46.41
Higher than 45% of the 1,697 plans $250M to 1B that report it.
= $299,710 / 6,458
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260715113018NAL0003885714001, received 2026-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260715113018NAL0003885714001, received 2026-07-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-10-01 to 2025-09-30, filing received 2026-07-15.
Administrative expenses excluding investment management, per participant
$57.92
Higher than 40% of the 2,324 plans $250M to 1B that report it.
= $374,023 / 6,458
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260715113018NAL0003885714001, received 2026-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260715113018NAL0003885714001, received 2026-07-15
Administrative expenses per participant
$76.58
Higher than 42% of the 2,405 plans $250M to 1B that report it.
= $494,558 / 6,458
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260715113018NAL0003885714001, received 2026-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260715113018NAL0003885714001, received 2026-07-15
Administrative expenses as a share of assets
0.059%
Higher than 40% of the 2,407 plans $250M to 1B that report it.
= $494,558 / $834,786,829
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260715113018NAL0003885714001, received 2026-07-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260715113018NAL0003885714001, received 2026-07-15
Employer contributions per participant
$2,352
Higher than 34% of the 2,457 plans $250M to 1B that report it.
= $15,189,053 / 6,458
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260715113018NAL0003885714001, received 2026-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260715113018NAL0003885714001, received 2026-07-15
Employer share of total contributions
24.4%
Higher than 28% of the 2,459 plans $250M to 1B that report it.
= $15,189,053 / $62,172,610
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260715113018NAL0003885714001, received 2026-07-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260715113018NAL0003885714001, received 2026-07-15
98.3% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($76.58 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260715113018NAL0003885714001, received 2026-07-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMSTED INDUSTRIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Plan name | AMSTED INDUSTRIES EMPLOYEES CAPITAL ACCUMULATION PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Sponsor EIN / plan number | 36-0730380 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Industry (business code) | 331110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Plan year | 2024-10-01 to 2025-09-30 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Filing received | 2026-07-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Participants, beginning of year | 7,293 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Active participants | 4,862 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Participants, end of year | 6,992 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Participants with an account balance | 6,458 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Total assets, beginning of year | $761,601,015 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Total assets, end of year | $834,786,829 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Net assets, end of year | $834,786,829 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Total income | $167,440,986 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Net income | $59,749,402 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Employer contributions | $15,189,053 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Participant contributions | $32,225,223 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Other contributions (incl. rollovers) | $14,758,334 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Total contributions | $62,172,610 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Benefit payments | $107,020,085 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Total expenses (incl. benefit payments) | $107,691,584 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Total administrative expenses | $494,558 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Recordkeeping fees | $299,710 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| IQPA audit fees | $30,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Investment advisory and management fees | $120,535 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Administrative expenses excluding investment management | $374,023 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Held in master trusts | $820,395,128 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260715113018NAL0003885714001, received 2026-07-15 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260715113018NAL0003885714001, received 2026-07-15 |
Position = column in the DOL layout for form year 2024. Filing 20260715113018NAL0003885714001, received 2026-07-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $300,010 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $120,535 | no |
| TOWERS WATSON | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $44,013 | no |
| CROWE LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $30,000 | no |
| CROWE LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $7,500 | no |
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 20260715113018NAL0003885714001, received 2026-07-15.
AMSTED IND. CAP, RSP UN. AND JV MT (EIN 360730380, PN 126): plan interest $820,395,128, 92.3% of the trust. The trust's own filing (20260715051646NAL0003387362001, received 2026-07-15) reports net assets $889,253,168, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $761,601,015 | $834,786,829 | 9.6% |
| Participants with a balance | 6,680 | 6,458 | -3.3% |
| Administrative expenses | $383,359 | $494,558 | 29.0% |
| Recordkeeping fees per participant | $37.42 | $46.41 | 24.0% |
| Employer contributions | $15,494,938 | $15,189,053 | -2.0% |
Prior filing 20250714082236NAL0000787649001, received 2025-07-14; the plan years are contiguous.