Plan Ledger DOL Form 5500 · updated monthly

Advanced Technology Holding, LLC401(k)

ATH RETIREMENT PLAN AND TRUST · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Advanced Technology Holding, LLC reported $112,632 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,375 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 has held roughly steady near 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other information & media employers. By assets it is the 108th-largest of 2,266 plans among Virginia employers on file, and the 131st of 2,199 in information & media. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$325,414,677
Participants with balances934
Active participants495
Employer contributions$8,105,484
Employee contributions$8,928,788
Employer contribution per active participant$16,375
Average account balance$348,410
Benefits paid to participants$35,742,949
Plan auditUnmodified (clean) audit opinion
AuditorKPMG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$325.4M · 934 accts · $8.1M emplr
2023$304.5M · 887 accts · $7.4M emplr
2022$262.2M · 874 accts · $7.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,015
Investment management$95,984
Total administrative$112,632
The Advanced Technology Holding, LLC 401(k) match · 2024
Employer contribution per active participant$16,375
Median for plans this size$4,294
2024$16,375 per active participant
2023$16,195 per active participant
2022$15,788 per active participant

Advanced Technology Holding, LLC's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
VANGUARD GROUP, INC. · Contract administrator · Recordkeeping$107,322

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$112,632 · 0.04%
2023$103,159 · 0.04%
2022$100,775 · 0.03%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 264662192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.