Plan Ledger DOL Form 5500 · updated monthly

Aegis Sortation LLC401(k)

AEGIS SORTATION LLC 401(K) PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Aegis Sortation LLC reported $3,448 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $554 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Kentucky (681st of 871), and 2,466th of 3,341 in other services. In 2022, employees put in $4.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,026,060
Participants with balances83
Active participants24
Employer contributions$13,285
Employee contributions$55,658
Employer contribution per active participant$554
Average account balance$48,507
Benefits paid to participants$1,982,471
Plan auditUnmodified (clean) audit opinion
AuditorMCM CPAS & ADVISORS
Administrative expenses, itemized · 2022
Investment management$3,448
Total administrative$3,448
The Aegis Sortation LLC 401(k) match · 2022
Employer contribution per active participant$554
Median for plans this size$1,114

Aegis Sortation LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,448 · 0.06%
Similar plansOther Services · Kentucky
Answers in Genesis, Inc. KY$12.4M · 0.64%
Ivy Technology, LLC KY$10.5M · 0.84%
Sitex Corporation KY$5.2M · 1.16%
Teca, Inc. KY$1.8M
Sanden, Inc. KY$1.7M · 0.01%
Parc Auto LLC KY$1.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821574167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.