Plan Ledger DOL Form 5500 · updated monthly

Aa Metals, Inc.401(k)

AA METALS, INC. 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Aa Metals, Inc. reported $15,500 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,051 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 1 year on file its reported administrative ratio rose from 0.56% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Florida (3,088th of 3,644), and 4,023rd of 4,246 in wholesale trade. In 2024, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,101,080
Participants with balances127
Active participants111
Employer contributions$116,716
Employee contributions$422,877
Employer contribution per active participant$1,051
Average account balance$16,544
Benefits paid to participants$292,925
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.1M · 127 accts · $117K emplr
2023$1.6M · 156 accts · $117K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,935
Investment management$8,565
Total administrative$15,500
The Aa Metals, Inc. 401(k) match · 2024
Employer contribution per active participant$1,051
Median for plans this size$1,313
2024$1,051 per active participant
2023$1,324 per active participant

Aa Metals, 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 · 20243
EDWARD JONES · Recordkeeping · Trustee$8,565
ADP, INC. · Loan processing · Recordkeeping$6,934
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Edward Jones
2023ADP, Edward Jones

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

Administrative cost history2
2024$15,500 · 0.85%
2023$7,552 · 0.56%
Similar plansWholesale Trade · Florida
Kelly's Foods, Inc. FL$2.9M · 0.74%
Prestige Ford, Inc. FL$2.4M · 0.25%
Sanwa Growers, Inc FL$2.4M · 0.67%
Ksm Electronics, Inc. FL$1.9M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020701000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.