Plan Ledger DOL Form 5500 · updated monthly

Aaron Invstmnts Inc dba Woodstock Outlet401(k)

AARON INVESTMENTS, INC. D/B/A WOODSTOCK OUTLET 401(K) PLAN · ACWORTH, GA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Aaron Invstmnts Inc dba Woodstock Outlet reported $51,600 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,841 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 0.07% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Georgia (1,381st of 2,160), and 3,056th of 5,215 in retail trade. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,956,048
Participants with balances124
Active participants133
Employer contributions$244,912
Employee contributions$508,085
Employer contribution per active participant$1,841
Average account balance$64,162
Benefits paid to participants$419,321
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 124 accts · $245K emplr
2023$6.9M · 121 accts · $205K emplr
2022$5.8M · 108 accts · $131K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,042
Investment management$32,558
Total administrative$51,600
The Aaron Invstmnts Inc dba Woodstock Outlet 401(k) match · 2024
Employer contribution per active participant$1,841
Median for plans this size$1,313
2024$1,841 per active participant
2023$1,520 per active participant
2022$1,042 per active participant

Aaron Invstmnts Inc dba Woodstock Outlet'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
FISHER ASSET MANAGEMENT LLC FISHER · Investment advisory (plan)$32,558

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$51,600 · 0.70%
2023$34,960 · 0.55%
2022$4,254 · 0.07%
All plans at this employer2
AARON INVESTMENTS, INC. D/B/A WOODSTOCK OUTLET 401(K) PLAN401(k)
AARON INVESTMENTS INC EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Georgia
Mms Motorsports, LLC GA$8.1M · 1.49%
Wmc, Inc. Honda Carland GA$7.6M · 0.36%
Adcom, Inc. GA$6.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582029252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.