Plan Ledger DOL Form 5500 · updated monthly

A & a Safety, Inc.401(k)

A & A SAFETY, INC. 401(K) RETIREMENT PLAN · AMELIA, OH · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

A & a Safety, Inc. reported $72,977 in plan administrative expenses for 2023: 0.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $259 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 2 years on file its reported administrative ratio rose from 0.61% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (1,772nd of 3,295), and the 960th of 2,096 in real estate & leasing. In 2023, employees put in $8.38 for every $1.00 the employer contributed; active participation has grown from 122 to 278 since 2022.

Plan summary
Net assets, end of year$12,550,599
Participants with balances248
Active participants278
Employer contributions$71,972
Employee contributions$602,934
Employer contribution per active participant$259
Average account balance$50,607
Benefits paid to participants$532,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 283 accts · $87K emplr
2023$12.6M · 248 accts · $72K emplr
2022$11.0M · 203 accts · $87K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$72,977
Total administrative$72,977
The A & a Safety, Inc. 401(k) match · 2023
Employer contribution per active participant$259
Median for plans this size$2,440
2024$290 per active participant
2023$259 per active participant
2022$709 per active participant

A & a Safety, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LINCOLN RETIREMENT SERVICES · Recordkeeping · Loan processing$71,327
BENEFITS ADMINISTRATORS, LLC · Other services$7,402

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

Recordkeeper by year2
2024Lincoln Financial
2023Lincoln Financial

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$79,979 · 0.68%
2023$72,977 · 0.62%
2022$71,941 · 0.61%
Same employer
Similar plansReal Estate & Leasing · Ohio
Goldberg Companies, Inc. OH$13.4M · 0.71%
Budget Dumpster OH$12.4M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311035771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.