Plan Ledger DOL Form 5500 · updated monthly

Advanced Auto Trends, Inc.401(k)

ADVANCED AUTO TRENDS EMPLOYEE SAVINGS AND RETIREMENT PLAN · OXFORD, MI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Advanced Auto Trends, Inc. reported $17,099 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $81 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 0.29% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Michigan (1,848th of 2,619), and 10,431st of 13,661 in manufacturing. In 2024, employees put in $24.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,485,004
Participants with balances129
Active participants178
Employer contributions$14,400
Employee contributions$358,712
Employer contribution per active participant$81
Average account balance$50,271
Benefits paid to participants$234,222
Plan auditUnmodified (clean) audit opinion
AuditorFREEDMAN & GOLDBERG
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 129 accts · $14K emplr
2023$5.8M · 129 accts
2022$5.4M · 121 accts · $11K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,099
Total administrative$17,099
The Advanced Auto Trends, Inc. 401(k) match · 2024
Employer contribution per active participant$81
Median for plans this size$1,313
2024$81 per active participant
2022$64 per active participant

Advanced Auto Trends, Inc.'s 2024 employer contribution ran below the $1,313 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

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$17,099 · 0.28%
2023$22,000 · 0.39%
2022$18,657 · 0.29%
Same employer
Similar plansManufacturing · Michigan
Oleco, Inc. MI$6.4M · 0.74%
Hti Cybernetics MI$6.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382300598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.