Plan Ledger DOL Form 5500 · updated monthly

Aerzen USA Corp401(k)

AERZEN USA CORP. 401(K) PROFIT SHARING PLAN & TRUST · COATESVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Aerzen USA Corp reported $61,315 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,141 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 0.40%. 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 1,651st-largest of 3,651 plans among Pennsylvania employers on file, and the 6,385th of 13,661 in manufacturing. In 2024, employees put in $3.08 for every $1.00 the employer contributed; active participation has grown from 184 to 226 since 2022.

Plan summary
Net assets, end of year$17,833,422
Participants with balances188
Active participants226
Employer contributions$483,771
Employee contributions$1,491,836
Employer contribution per active participant$2,141
Average account balance$94,859
Benefits paid to participants$605,851
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 188 accts · $484K emplr
2023$13.2M · 148 accts · $396K emplr
2022$10.6M · 138 accts · $332K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,462
Investment management$39,853
Total administrative$61,315
The Aerzen USA Corp 401(k) match · 2024
Employer contribution per active participant$2,141
Median for plans this size$2,416
2024$2,141 per active participant
2023$2,022 per active participant
2022$1,804 per active participant

Aerzen USA Corp'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 · 20242
MORGAN STANLEY GLOBAL BA · Investment advisory (plan)$39,853
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$21,462

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$61,315 · 0.40%
2023$50,345 · 0.42%
2022$45,921 · 0.41%
Same employer
Similar plansManufacturing · Pennsylvania
Irwin Car and Equipment PA$17.9M · 0.35%
Quaker Maid Meats, Inc. PA$17.9M · 0.30%
Brodart Co. PA$17.8M · 0.55%
Accutrex Products, Inc. PA$17.6M · 0.19%
Accuride Erie, L.P. PA$17.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341384479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.