Plan Ledger DOL Form 5500 · updated monthly

Aer Manufacturing, L.P.401(k)

AER MFG., INC. RETIREMENT SAVINGS PLAN AND TRUST · CARROLLTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Aer Manufacturing, L.P. reported $49,601 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,596 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 0.02% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,077th-largest of 5,688 plans among Texas employers on file, and the 3,202nd of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 670 to 831 since 2022.

Plan summary
Net assets, end of year$48,909,779
Participants with balances892
Active participants831
Employer contributions$1,326,098
Employee contributions$2,316,637
Employer contribution per active participant$1,596
Average account balance$54,832
Benefits paid to participants$2,316,380
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 892 accts · $1.3M emplr
2023$42.4M · 782 accts · $1.1M emplr
2022$35.5M · 708 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Investment management$13,035
Audit (IQPA)$36,566
Total administrative$49,601
The Aer Manufacturing, L.P. 401(k) match · 2024
Employer contribution per active participant$1,596
Median for plans this size$2,416
2024$1,596 per active participant
2023$1,573 per active participant
2022$1,500 per active participant

Aer Manufacturing, L.P.'s 2024 employer contribution ran below the $2,416 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 · 20243
ARMANINO LLP · Accounting / audit$36,566
EMPOWER ADVISORY GROUP, LLC · Investment management$13,035
JPMORGAN INVEST HOLDINGS LLCindirect comp

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$49,601 · 0.11%
2023$28,321 · 0.07%
2022$9,530 · 0.02%
Same employer
Similar plansManufacturing · Texas
Mueller Inc TX$50.0M · 0.23%
Fagron Holding USA LLC TX$49.9M · 0.61%
Relevant Solutions LLC TX$49.4M · 0.09%
Cosm Inc. TX$49.4M · 0.22%
X-Fab Texas, Inc. TX$48.5M · 0.19%
Sachem, Inc. TX$48.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752853926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.