Plan Ledger DOL Form 5500 · updated monthly

Advanced Assembly, LLC401(k)

ADVANCED ASSEMBLY, LLC 401(K) PLAN · AURORA, CO · plan year 2022

Reported admin expense ratio · 2022
1.11%

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

Advanced Assembly, LLC reported $35,253 in plan administrative expenses for 2022: 1.11% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,044 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 1 year on file its reported administrative ratio rose from 1.11% to 2.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Colorado (1,189th of 1,461), and 12,266th of 13,661 in manufacturing. In 2022, the employer put in $1.48 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,028,306
Participants with balances126
Active participants74
Employer contributions$299,237
Employee contributions$201,794
Employer contribution per active participant$4,044
Average account balance$24,034
Benefits paid to participants$245,763
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$7K · 3 accts
2022$3.0M · 126 accts · $299K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$35,253
Total administrative$35,253
The Advanced Assembly, LLC 401(k) match · 2022
Employer contribution per active participant$4,044
Median for plans this size$1,114

Advanced Assembly, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$37,902 · 2.50%
2022$35,253 · 1.11%
Same employer
Similar plansManufacturing · Colorado
Ouray Sportswear, LLC CO$1.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810654787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.