Plan Ledger DOL Form 5500 · updated monthly

Aaag Holdings, Inc.401(k)

AAAG HOLDINGS, INC. 401(K) PLAN · CARMEL, IN · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Aaag Holdings, Inc. reported $15,538 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4 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 3 years on file its reported administrative ratio has held roughly steady near 0.128%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 744th-largest of 1,562 plans among Indiana employers on file, and the 2,005th of 5,215 in retail trade. In 2024, employees put in $259.18 for every $1.00 the employer contributed; active participation has grown from 1,855 to 2,833 since 2022.

Plan summary
Net assets, end of year$14,063,319
Participants with balances1,391
Active participants2,833
Employer contributions$11,623
Employee contributions$3,012,407
Employer contribution per active participant$4
Average account balance$10,110
Benefits paid to participants$1,253,674
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 1,391 accts · $12K emplr
2023$10.2M · 881 accts · $154 emplr
2022$7.8M · 913 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,538
Total administrative$15,538
The Aaag Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$4
Median for plans this size$2,416
2024$4 per active participant
2023$0 per active participant

Aaag Holdings, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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.

Administrative cost history3
2024$15,538 · 0.13%
2023$12,539 · 0.14%
2022$6,541 · 0.13%
Same employer
Similar plansRetail Trade · Indiana
Glenbrook Dodge, Inc. IN$15.7M · 0.38%
Romain Buick, Inc. IN$14.8M · 0.77%
Lids Holdings Inc. IN$14.5M · 1.07%
Basney Imports, Inc. IN$14.2M · 0.06%
Nc, Inc. IN$13.6M · 0.05%
Ttg Equipment LLC IN$13.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465654318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.