Plan Ledger DOL Form 5500 · updated monthly

Adusa Supply Chain Services LLC401(k)

ADUSA SUPPLY CHAIN SERVICES 401(K) PLAN · SALISBURY, NC · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Adusa Supply Chain Services LLC reported $228,152 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $1,575 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 has held roughly steady near 0.066%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 79th-largest of 2,005 plans among North Carolina employers on file, and the 145th of 5,215 in retail trade. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$357,015,075
Participants with balances5,904
Active participants9,366
Employer contributions$14,753,316
Employee contributions$22,764,921
Employer contribution per active participant$1,575
Average account balance$60,470
Benefits paid to participants$52,753,161
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$357.0M · 5,904 accts · $14.8M emplr
2023$332.5M · 5,438 accts · $13.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$222,189
Investment management$4,944
Total administrative$228,152
The Adusa Supply Chain Services LLC 401(k) match · 2024
Employer contribution per active participant$1,575
Median for plans this size$4,294
2024$1,575 per active participant
2023$1,540 per active participant

Adusa Supply Chain Services LLC's 2024 employer contribution ran below the $4,294 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$222,540

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

Administrative cost history2
2024$228,152 · 0.07%
2023$213,609 · 0.07%
Similar plansRetail Trade · North Carolina
Food Lion, LLC NC$1.3B · 0.12%
Sonic Automotive, Inc. NC$548.3M · 0.08%
Belk Stores Services, LLC NC$400.6M · 0.11%
Ingles Markets, Incorporated NC$196.8M · 0.13%
Weisiger Group Inc NC$166.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352679692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.