Plan Ledger DOL Form 5500 · updated monthly

Aaa Mid States401(k)

AAA SOUTHERN PENNSYLVANIA 401(K) PLAN · YORK, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Aaa Mid States reported $2,836 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,144 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 0.026% to 0.030%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,275th of 3,651), and the 1,154th of 2,677 in transportation & warehousing. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,077,517
Participants with balances127
Active participants99
Employer contributions$212,229
Employee contributions$416,784
Employer contribution per active participant$2,144
Average account balance$79,351
Benefits paid to participants$330,618
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 127 accts · $212K emplr
2023$8.7M · 124 accts · $207K emplr
2022$7.7M · 124 accts · $193K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,836
Total administrative$2,836
The Aaa Mid States 401(k) match · 2024
Employer contribution per active participant$2,144
Median for plans this size$1,313
2024$2,144 per active participant
2023$2,134 per active participant
2022$2,005 per active participant

Aaa Mid States's 2024 employer contribution ran above 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
AMERICAN CENTURY INVESTMENT MANAGEM · Investment managementindirect comp
FIDELITY MANAGEMENT & RESEARCH COMP · Investment managementindirect comp

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

Administrative cost history3
2024$2,836 · 0.03%
2023$3,981 · 0.05%
2022$2,160 · 0.03%
Similar plansTransportation & Warehousing · Pennsylvania
O. D. Anderson, Inc. PA$12.0M · 0.63%
Daniel F. Young, Inc. PA$12.0M · 0.06%
Napa Transportation, Inc. PA$11.3M · 0.58%
Watsontown Trucking Company PA$11.0M · 0.20%
Bowser-Regal, Inc. PA$9.9M · 0.06%
Franklin Logistics Inc. PA$9.7M · 0.43%
Veltri, Inc. PA$9.6M · 0.58%
W.L. Roenigk Inc. PA$9.5M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232227715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.