Plan Ledger DOL Form 5500 · updated monthly

Aees, Inc.401(k)

PKC GROUP 401(K) SAVINGS & PROFIT SHARING PLAN · FARMINGTON HILLS, MI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Aees, Inc. reported $10,096 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,436 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 0.020%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 494th-largest of 2,619 plans among Michigan employers on file, and the 2,997th of 13,661 in manufacturing. In 2024, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,494,116
Participants with balances299
Active participants197
Employer contributions$676,814
Employee contributions$1,688,325
Employer contribution per active participant$3,436
Average account balance$178,910
Benefits paid to participants$3,358,217
Plan auditUnmodified (clean) audit opinion
AuditorREHMANNROBSONLLC
Plan history3
Yearassets · accounts · employer contribution
2024$53.5M · 299 accts · $677K emplr
2023$47.5M · 338 accts · $666K emplr
2022$40.9M · 290 accts · $627K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,559
Investment management$6,537
Total administrative$10,096
The Aees, Inc. 401(k) match · 2024
Employer contribution per active participant$3,436
Median for plans this size$3,635
2024$3,436 per active participant
2023$3,415 per active participant
2022$3,300 per active participant

Aees, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,537
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,559

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$10,096 · 0.02%
2023$6,986 · 0.02%
2022$9,521 · 0.02%
Same employer
Similar plansManufacturing · Michigan
Brazeway, LLC MI$55.1M
Bucher Hydraulics, Inc. MI$53.9M · 0.06%
Jac Products, Inc. MI$53.5M · 0.51%
Oetiker, Inc. MI$52.3M · 0.10%
Ervin Industries, Inc. MI$52.0M · 0.01%
Garr Tool Company, Inc. MI$51.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251483401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.