Plan Ledger DOL Form 5500 · updated monthly

Aaron's, LLC401(k)

AARON'S 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Aaron's, LLC reported $317,527 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $769 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 0.175%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 185th-largest of 2,160 plans among Georgia employers on file, and the 230th of 5,215 in retail trade. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has shrunk from 10,353 to 7,969 since 2022.

Plan summary
Net assets, end of year$186,049,087
Participants with balances3,137
Active participants7,969
Employer contributions$6,124,279
Employee contributions$11,560,649
Employer contribution per active participant$769
Average account balance$59,308
Benefits paid to participants$30,653,686
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$186.0M · 3,137 accts · $6.1M emplr
2023$176.3M · 3,363 accts · $6.3M emplr
2022$154.4M · 3,550 accts · $6.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$273,901
Investment management$43,626
Total administrative$317,527
The Aaron's, LLC 401(k) match · 2024
Employer contribution per active participant$769
Median for plans this size$3,635
2024$769 per active participant
2023$770 per active participant
2022$593 per active participant

Aaron's, LLC's 2024 employer contribution ran below the $3,635 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.

Service providers · 20243
MILLIMAN, INC. · Recordkeeping · Pension consulting$273,901
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$43,626
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$317,527 · 0.18%
2023$296,250 · 0.18%
2022$256,812 · 0.18%
Same employer
Similar plansRetail Trade · Georgia
Ieh Auto Parts LLC GA$288.6M · 0.14%
National Vision, Inc. GA$234.8M · 0.45%
Yancey Bros. Co GA$231.8M · 0.17%
Racetrac, Inc. GA$156.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580687630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.