Plan Ledger DOL Form 5500 · updated monthly

Aam. LLC401(k)

AAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST · TEMPE, AZ · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

Aam. LLC reported $82,833 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $608 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 fell from 0.37% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 269th-largest of 1,285 plans among Arizona employers on file, and the 3,922nd of 11,654 in professional & technical services. In 2025, employees put in $6.91 for every $1.00 the employer contributed; active participation has grown from 820 to 960 since 2022.

Plan summary
Net assets, end of year$32,378,397
Participants with balances1,089
Active participants960
Employer contributions$583,764
Employee contributions$4,032,232
Employer contribution per active participant$608
Average account balance$29,732
Benefits paid to participants$3,435,395
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$32.4M · 1,089 accts · $584K emplr
2024$26.1M · 989 accts · $520K emplr
2023$21.8M · 1,128 accts · $470K emplr
2022$17.6M · 1,006 accts · $437K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$76,588
Investment management$6,245
Total administrative$82,833
The Aam. LLC 401(k) match · 2025
Employer contribution per active participant$608
Median for plans this size$2,666
2025$608 per active participant
2024$563 per active participant
2023$550 per active participant
2022$533 per active participant

Aam. LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$76,587
WELLS FARGO ADVISORS FIN NETWORK · Investment advisory (plan)$6,245
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history4
2025$82,833 · 0.28%
2024$115,989 · 0.48%
2023$78,364 · 0.40%
2022$67,725 · 0.37%
Same employer
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Asi Operations LLC AZ$37.7M · 0.11%
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Chasse Building Team, Inc. AZ$29.5M · 0.35%
Linetec Services, LLC AZ$28.5M · 0.01%
Cyracom International, Inc. AZ$28.4M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421683910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.