Plan Ledger DOL Form 5500 · updated monthly

Advanced Engineering Solutions, Inc401(k)

ADVANCED ENGINEERING SOLUTIONS, INC. 401(K) RETIREMENT SAVINGS PLAN · SPRINGBORO, OH · plan year 2025

Reported admin expense ratio · 2025
0.43%

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

Advanced Engineering Solutions, Inc reported $48,209 in plan administrative expenses for 2025: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,406 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 3 years on file its reported administrative ratio fell from 0.77% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,804th of 3,295), and 7,978th of 13,661 in manufacturing. In 2025, employees put in $4.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,175,016
Participants with balances114
Active participants123
Employer contributions$172,985
Employee contributions$806,532
Employer contribution per active participant$1,406
Average account balance$106,798
Benefits paid to participants$445,605
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$12.2M · 114 accts · $173K emplr
2024$10.3M · 114 accts · $170K emplr
2023$8.8M · 121 accts · $156K emplr
2022$7.7M · 130 accts · $162K emplr
Administrative expenses, itemized · 2025
Audit (IQPA)$48,209
Total administrative$48,209
The Advanced Engineering Solutions, Inc 401(k) match · 2025
Employer contribution per active participant$1,406
Median for plans this size$2,666
2025$1,406 per active participant
2024$1,420 per active participant
2023$1,378 per active participant
2022$1,384 per active participant

Advanced Engineering Solutions, Inc's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$21,906
FIRST FINANCIAL BANK · Investment advisory (plan)$26,293

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$48,209 · 0.43%
2024$41,955 · 0.44%
2023$39,292 · 0.48%
2022$62,128 · 0.77%
Same employer
Similar plansManufacturing · Ohio
Anchor Tool & Die Company OH$12.3M · 0.48%
Robbins, Inc. OH$12.3M · 0.01%
Twist, Inc. OH$12.2M · 0.22%
Fire-Dex, LLC OH$12.1M · 0.57%
Freeway Corporation OH$12.1M · 0.01%
Brennan Industries, Inc. OH$12.0M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311440708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.