Plan Ledger DOL Form 5500 · updated monthly

A & a Quality Appliance, Inc.401(k)

A & A QUALITY APPLIANCE, INC. 401(K) PLAN · THORTON, CO · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

A & a Quality Appliance, Inc. reported $37,237 in plan administrative expenses for 2024: 1.03% of average plan assets, higher than ~75% of peers. Employer contributions averaged $327 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 3 years on file its reported administrative ratio has held roughly steady near 1.027%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Colorado (1,131st of 1,461), and 4,074th of 5,215 in retail trade. In 2024, employees put in $2.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,938,112
Participants with balances200
Active participants400
Employer contributions$130,940
Employee contributions$389,738
Employer contribution per active participant$327
Average account balance$19,691
Benefits paid to participants$402,703
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 200 accts · $131K emplr
2023$3.3M · 197 accts · $128K emplr
2022$2.9M · 192 accts · $121K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,389
Investment management$19,848
Total administrative$37,237
The A & a Quality Appliance, Inc. 401(k) match · 2024
Employer contribution per active participant$327
Median for plans this size$1,313
2024$327 per active participant
2023$368 per active participant
2022$333 per active participant

A & a Quality Appliance, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
CONSULTING, LLC DESCHUTES INVESTMEN · Investment advisory (plan)$12,282
EMPOWER ADVISORY GROUP, LLC · Investment management$7,566

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

Administrative cost history3
2024$37,237 · 1.03%
2023$31,640 · 1.02%
2022$33,436 · 1.03%
Same employer
Similar plansRetail Trade · Colorado
Clark's Market, Inc. CO$4.4M · 0.34%
Rep Fitness, LLC CO$4.4M · 0.86%
Ihr Inc CO$4.1M · 0.10%
Jax Inc CO$3.8M · 0.62%
Hyde Park Inc. CO$3.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841085712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.