Plan Ledger DOL Form 5500 · updated monthly

A.H. Management Group, Inc.401(k)

A.H. MANAGEMENT GROUP, INC. EMPLOYEES' PROFIT SHARING TRUST · ROLLING MEADOWS, IL · plan year 2023

Reported admin expense ratio · 2023
0.26%

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

A.H. Management Group, Inc. reported $28,182 in plan administrative expenses for 2023: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,513 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 has held roughly steady near 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,238th of 3,702), and 8,074th of 13,661 in manufacturing. In 2023, the employer put in $1.72 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,855,873
Participants with balances214
Active participants199
Employer contributions$500,038
Employee contributions$290,687
Employer contribution per active participant$2,513
Average account balance$55,401
Benefits paid to participants$702,997
Plan auditUnmodified (clean) audit opinion
AuditorCOLE, MARTIN & CO., LTD.
Plan history2
Yearassets · accounts · employer contribution
2023$11.9M · 214 accts · $500K emplr
2022$9.8M · 210 accts · $200K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,663
Trustee / custodial$2,519
Total administrative$28,182
The A.H. Management Group, Inc. 401(k) match · 2023
Employer contribution per active participant$2,513
Median for plans this size$2,440
2023$2,513 per active participant
2022$1,250 per active participant

A.H. Management Group, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. 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 · 20231
NEWPORT GROUP, INC. · Loan processing$25,663

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

Administrative cost history2
2023$28,182 · 0.26%
2022$30,393 · 0.27%
Same employer
Similar plansManufacturing · Illinois
Arway Confections, Inc. IL$12.0M · 0.57%
Madison Medical Corporation IL$11.9M · 0.84%
Best Cutting Die Company IL$11.7M · 0.27%
Cozzini Bros., Inc. IL$11.7M · 0.80%
Abs Graphics, Inc. IL$11.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362329346 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.