Plan Ledger DOL Form 5500 · updated monthly

Aep Holdings, Inc.401(k)

ARROWHEAD ENGINEERED PRODUCTS 401(K) PLAN · BLAINE, MN · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Aep Holdings, Inc. reported $165,807 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,384 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 fell from 0.55% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 475th-largest of 1,918 plans among Minnesota employers on file, and the 770th of 4,246 in wholesale trade. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 717 to 1,383 since 2022.

Plan summary
Net assets, end of year$53,200,266
Participants with balances1,841
Active participants1,383
Employer contributions$1,914,544
Employee contributions$4,275,983
Employer contribution per active participant$1,384
Average account balance$28,897
Benefits paid to participants$7,559,271
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$53.2M · 1,841 accts · $1.9M emplr
2023$47.7M · 1,602 accts · $1.8M emplr
2022$28.1M · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,578
Total administrative$165,807
The Aep Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,384
Median for plans this size$3,635
2024$1,384 per active participant
2023$1,248 per active participant
2022$1,761 per active participant

Aep Holdings, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$92,578
IFP ADVISORS, INC. · Consulting$72,880

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$165,807 · 0.33%
2023$137,334 · 0.36%
2022$162,928 · 0.55%
Similar plansWholesale Trade · Minnesota
Productivity, Inc. MN$58.3M · 0.29%
Nott Company MN$54.5M · 0.06%
E.A. Sween Company MN$53.7M · 0.35%
Lindstrom, LLC MN$51.8M · 0.37%
Bayer Built Woodworks, Inc. MN$48.6M · 0.03%
Nuss Truck Group Inc. MN$47.0M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800762958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.