Plan Ledger DOL Form 5500 · updated monthly

Aero Fulfillment Services Corporation401(k)

AERO FULFILLMENT SERVICES 401(K) PLAN · MASON, OH · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Aero Fulfillment Services Corporation reported $42,829 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,225 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 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,486th of 3,295), and 10,982nd of 13,661 in manufacturing. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,432,556
Participants with balances104
Active participants142
Employer contributions$173,897
Employee contributions$338,243
Employer contribution per active participant$1,225
Average account balance$52,236
Benefits paid to participants$39,020
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 104 accts · $174K emplr
2023$4.0M · 99 accts · $151K emplr
2022$3.2M · 106 accts · $151K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,829
Total administrative$42,829
The Aero Fulfillment Services Corporation 401(k) match · 2024
Employer contribution per active participant$1,225
Median for plans this size$1,313
2024$1,225 per active participant
2023$896 per active participant
2022$989 per active participant

Aero Fulfillment Services Corporation's 2024 employer contribution ran below the $1,313 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
CAPITAL GROUP RETIREMENT PLAN SERVI$23,750
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$18,179
TRINITY PENSION CONSULTANTS, INC. · Contract administrator$1,800

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$42,829 · 0.91%
2023$33,888 · 0.94%
2022$34,252 · 0.95%
Same employer
Similar plansManufacturing · Ohio
Die-Matic Corporation OH$5.5M · 0.04%
Skybox Packaging, LLC OH$5.5M · 0.11%
East End Welding, LLC OH$5.4M · 0.75%
Joyce Manufacturing Co. OH$5.4M · 0.00%
Celstar Group, Inc. OH$5.3M · 0.28%
Fresh Products, LLC OH$5.3M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311166117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.