Plan Ledger DOL Form 5500 · updated monthly

Aaa Washington401(k)

AAA WASHINGTON 401(K) SAVINGS PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Aaa Washington reported $34,900 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,929 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 fell from 0.08% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 207th-largest of 1,714 plans among Washington employers on file, and the 269th of 2,677 in transportation & warehousing. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$86,866,141
Participants with balances760
Active participants588
Employer contributions$2,310,063
Employee contributions$4,467,716
Employer contribution per active participant$3,929
Average account balance$114,298
Benefits paid to participants$12,901,650
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$86.9M · 760 accts · $2.3M emplr
2023$80.3M · 772 accts · $2.1M emplr
2022$69.4M · 747 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,527
Investment management$21,373
Total administrative$34,900
The Aaa Washington 401(k) match · 2024
Employer contribution per active participant$3,929
Median for plans this size$3,635
2024$3,929 per active participant
2023$3,637 per active participant
2022$3,348 per active participant

Aaa Washington's 2024 employer contribution ran above the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$21,373
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,527

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$34,900 · 0.04%
2023$54,653 · 0.07%
2022$61,863 · 0.08%
Same employer
Similar plansTransportation & Warehousing · Washington
Horizon Air Industries, Inc. WA$631.1M · 0.04%
Carrix, Inc. WA$362.2M · 0.04%
Princess Cruise Lines, LTD. WA$352.6M · 0.08%
Tidewater Barge Lines, Inc. WA$74.3M · 0.04%
Auto Warehousing Company WA$54.5M · 0.04%
Radiant Logistics, Inc. WA$54.4M · 0.08%
Gordon Truck Centers, Inc. WA$47.3M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910133300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.