Plan Ledger DOL Form 5500 · updated monthly

Aesop Intermediate, LLC401(k)

AESOP INTERMEDIATE, LLC 401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Aesop Intermediate, LLC reported $31,796 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $779 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 1 year on file its reported administrative ratio fell from 0.60% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Missouri (993rd of 1,393), and 9,124th of 11,654 in professional & technical services. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,714,644
Participants with balances363
Active participants640
Employer contributions$498,502
Employee contributions$1,355,380
Employer contribution per active participant$779
Average account balance$18,498
Benefits paid to participants$903,713
Plan auditUnmodified (clean) audit opinion
AuditorMIZE CPAS INC
Plan history2
Yearassets · accounts · employer contribution
2024$6.7M · 363 accts · $499K emplr
2023$4.8M · 309 accts · $413K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,796
Total administrative$31,796
The Aesop Intermediate, LLC 401(k) match · 2024
Employer contribution per active participant$779
Median for plans this size$1,313
2024$779 per active participant
2023$670 per active participant

Aesop Intermediate, LLC'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 · 20241
NOVA 401(K) ASSOCIATES · Contract administrator$5,175

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

Administrative cost history2
2024$31,796 · 0.55%
2023$23,912 · 0.60%
Same employer
Similar plansProfessional & Technical Services · Missouri
Veriship LLC dba Sifted MO$7.4M · 0.47%
Trileaf Corporation MO$7.1M · 0.59%
Gonzalez Companies, LLC MO$6.3M · 0.25%
Watchtower Security LLC MO$6.0M · 0.70%
Solution Holdings, L.L.C. MO$6.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862121661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.