Plan Ledger DOL Form 5500 · updated monthly

Aeriz Holdings Corp.401(k)

AERIZ HOLDINGS CORP. 401(K) PLAN · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
0.53%

Aeriz Holdings Corp. reported $668 in plan administrative expenses for 2022: 0.53% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (3,628th of 3,702), and 5,146th of 5,215 in retail trade.

Plan summary
Net assets, end of year$185,401
Participants with balances46
Active participants424
Employer contributions—
Employee contributions$170,760
Employer contribution per active participant—
Average account balance$4,030
Benefits paid to participants$29,055
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$668
Total administrative$668
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$668 · 0.53%
Similar plansRetail Trade · Illinois
Advantex Inc. of Illinois IL$1.1M · 0.41%
Garden Center Services IL$984K · 0.11%
Bijora, Inc. dba Akira IL$621K · 0.30%
Hari Donuts Batavia Inc. IL$120K · 0.17%
Kildeer Advisors, Inc. IL$112K · 1.25%
The Standard Market LLC IL$84K · 4.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844373076 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.