Plan Ledger DOL Form 5500 · updated monthly

A.I.S., Inc.401(k)

A.I.S. PROFIT SHARING PLANINC. · NORTH DARTMOUTH, MA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

A.I.S., Inc. reported $33,021 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $997 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 0.04% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,285th of 2,726), and 9,690th of 11,654 in professional & technical services. In 2024, employees put in $2.32 for every $1.00 the employer contributed; active participation has shrunk from 289 to 201 since 2022.

Plan summary
Net assets, end of year$5,293,554
Participants with balances199
Active participants201
Employer contributions$200,314
Employee contributions$464,329
Employer contribution per active participant$997
Average account balance$26,601
Benefits paid to participants$640,893
Plan auditUnmodified (clean) audit opinion
AuditorDISANTO PRIEST & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 199 accts · $200K emplr
2023$4.6M · 262 accts
2022$3.9M · 325 accts · $6K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,068
Investment management$13,953
Total administrative$33,021
The A.I.S., Inc. 401(k) match · 2024
Employer contribution per active participant$997
Median for plans this size$1,313
2024$997 per active participant
2022$22 per active participant

A.I.S., Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$19,068

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$33,021 · 0.67%
2023$18,791 · 0.44%
2022$1,808 · 0.04%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 043234397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.