Plan Ledger DOL Form 5500 · updated monthly

Aed Enterprises, LLC401(k)

DEWEY'S PIZZA 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Aed Enterprises, LLC reported $28,888 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $384 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 rose from 0.69% to 0.93%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Ohio (2,804th of 3,295), and 1,141st of 2,240 in accommodation & food services. In 2024, employees put in $5.17 for every $1.00 the employer contributed; active participation has grown from 136 to 196 since 2022.

Plan summary
Net assets, end of year$3,328,724
Participants with balances137
Active participants196
Employer contributions$75,195
Employee contributions$388,708
Employer contribution per active participant$384
Average account balance$24,297
Benefits paid to participants$463,694
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 137 accts · $75K emplr
2023$2.9M · 151 accts · $87K emplr
2022$2.1M · 152 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,489
Investment management$2,399
Total administrative$28,888
The Aed Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$384
Median for plans this size$1,313
2024$384 per active participant
2023$140 per active participant
2022$653 per active participant

Aed Enterprises, LLC'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 · 20244
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$14,329
PNC BANK NATIONAL ASSOCIATION · Investment advisory (plan)$2,299
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$100

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$28,888 · 0.93%
2023$14,885 · 0.59%
2022$15,039 · 0.69%
Same employer
Similar plansAccommodation & Food Services · Ohio
A & E Management, Inc. OH$3.5M · 0.79%
Bbs Mendoza LLC OH$3.4M · 0.75%
Calimira, LLC OH$3.0M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311555118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.