Plan Ledger DOL Form 5500 · updated monthly

Action Enterprise Holdings, LLCProfit-sharing plan

ACTION RESOURCES, INC. 401(K) PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Action Enterprise Holdings, LLC reported $90,822 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,840 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 0.72% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 350th-largest of 902 plans among Alabama employers on file, and the 877th of 2,677 in transportation & warehousing. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has shrunk from 571 to 477 since 2022.

Plan summary
Net assets, end of year$15,882,615
Participants with balances304
Active participants477
Employer contributions$1,354,865
Employee contributions$1,470,666
Employer contribution per active participant$2,840
Average account balance$52,245
Benefits paid to participants$2,332,829
Plan auditUnmodified (clean) audit opinion
AuditorPEARCE, BEVILL, LEESBURG, MOORE, PC
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 304 accts · $1.4M emplr
2023$13.4M · 328 accts · $593K emplr
2022$11.9M · 298 accts · $457K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,822
Total administrative$90,822
Employer contributions to the Action Enterprise Holdings, LLC plan · 2024
Employer contribution per active participant$2,840
Median for plans this size$2,416
2024$2,840 per active participant
2023$1,184 per active participant
2022$800 per active participant

Action Enterprise Holdings, LLC's 2024 employer contribution ran above the $2,416 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 · 20244
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$11,277
EMPOWER ADVISORY GROUP LLC · Investment management$10,699
KESTRA INVESTMENT SERVICES LLCindirect comp

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$90,822 · 0.62%
2023$65,650 · 0.52%
2022$89,464 · 0.72%
Same employer
Similar plansTransportation & Warehousing · Alabama
Garrison, Inc. AL$28.3M · 0.32%
Ps Logistics, LLC AL$26.7M · 0.92%
Civil Air Patrol AL$18.8M · 0.00%
McElroy Truck Lines, Inc AL$9.9M · 0.01%
Montgomery Transport, LLC AL$8.1M · 1.20%
Glovis Alabama, LLC AL$7.4M · 1.45%
J & M Tank Lines, Inc. AL$6.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823184072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.