Auto-Wares Group 401k Savings Plan — Form 5500 plan (Awi Holdings, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Auto-Wares Group 401k Savings Plan is a benefit plan reported by Awi Holdings, LLC under EIN 20-3778359 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,428 participants and $55,934,694 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$55.9MPlan net assets, end of year$55,934,694
Participants2.4KCovered participants reported2,428
Assets / participant$23KComputed: assets ÷ participants$23,037 (computed)
Provider compensation$305.1K5 Schedule C provider row(s)$305,150
- Plan sponsor
- Awi Holdings, LLC
- EIN
- 20-3778359
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,428 | H, C | 20240917145249NAL0005446496001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$55.9M total assets
Net assets$55.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $55,934,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,934,694
- Net assets (BOY)
- $49,178,988
Income & contributions
- Employer contributions
- $1,005,144
- Participant contributions
- $3,703,358
- Total contributions
- $6,254,356
- Total income / additions
- $13,837,533
Expenses & distributions
- Benefits paid
- $6,848,349
- Administrative expenses
- $233,478
- Total expenses
- $7,081,827
- Net increase / (decrease)
- $6,755,706
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $233,477 | $0 | 2023 |
| The Patriot Financial Group, LLC | INVESTMENT ADVISORY | $0 | $38,378 | 2023 |
| International Assets Investment Man | INVESTMENT ADVISORY | $0 | $33,295 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Awi Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Principal Life Insurance Company — Schedule C compensation
- The Patriot Financial Group, LLC — Schedule C compensation
- International Assets Investment Man — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation