Plan Ledger DOL Form 5500 · updated monthly

A&E Design, Inc.401(k)

A&E DESIGN 401(K) PROFIT SHARING PLAN · BILLINGS, MT · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

A&E Design, Inc. reported $120,053 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $11,732 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 78th-largest of 229 plans among Montana employers on file, and the 5,760th of 11,654 in professional & technical services. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,868,351
Participants with balances125
Active participants105
Employer contributions$1,231,839
Employee contributions$1,041,570
Employer contribution per active participant$11,732
Average account balance$150,947
Benefits paid to participants$1,608,472
Plan auditUnmodified (clean) audit opinion
AuditorJCCS, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,088
Investment management$92,965
Total administrative$120,053
The A&E Design, Inc. 401(k) match · 2024
Employer contribution per active participant$11,732
Median for plans this size$2,416

A&E Design, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$27,088
CREATIVE PLANNING. · Investment advisory (plan)$92,965

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

Administrative cost history1
2024$120,053 · 0.68%
Similar plansProfessional & Technical Services · Montana
Dj&A, P.C. MT$19.3M · 0.18%
Wgm Group, Inc. MT$19.1M · 0.20%
Xtant Medical Inc. MT$13.5M · 0.04%
Foundant Technologies MT$10.3M · 0.85%
Energy Laboratories, Inc. MT$8.6M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810468180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.