Plan Ledger DOL Form 5500 · updated monthly

Aci-Herzog, a Joint VentureProfit-sharing plan

ACI-HERZOG 401K-NON-UNION EMPLOYEES PLAN · BOSTON, PR · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Aci-Herzog, a Joint Venture reported $200 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,649 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 0.14% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in PR (232nd of 323), and 2,034th of 2,677 in transportation & warehousing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,439,248
Participants with balances108
Active participants99
Employer contributions$163,293
Employee contributions$338,236
Employer contribution per active participant$1,649
Average account balance$22,586
Benefits paid to participants$76,173
Plan auditUnmodified (clean) audit opinion
AuditorPSV
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 108 accts · $163K emplr
2023$1.7M · 104 accts · $171K emplr
2022$1.0M · 109 accts · $176K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$200
Total administrative$200
Employer contributions to the Aci-Herzog, a Joint Venture plan · 2024
Employer contribution per active participant$1,649
Median for plans this size$1,313
2024$1,649 per active participant
2023$1,538 per active participant
2022$1,628 per active participant

Aci-Herzog, a Joint Venture'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.

Administrative cost history3
2024$200 · 0.01%
2023$200 · 0.01%
2022$1,595 · 0.14%
Same employer
Similar plansTransportation & Warehousing · PR
Seaborne Virgin Islands PR$1.9M · 0.11%
G. M. T., LLC PR$674K · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473581810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.