Plan Ledger DOL Form 5500 · updated monthly

Affiliated Independent Distributors, Inc.401(k)

AFFILIATED INDEPENDENT DISTRIBUTORS, INC. 401(K) RETIREMENT PLAN AND TRUST · WAYNE, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Affiliated Independent Distributors, Inc. reported $32,396 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,535 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 fell from 0.14% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,038th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,595th of 11,654 in professional & technical services. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has grown from 135 to 193 since 2022.

Plan summary
Net assets, end of year$36,037,147
Participants with balances235
Active participants193
Employer contributions$1,454,318
Employee contributions$2,058,189
Employer contribution per active participant$7,535
Average account balance$153,350
Benefits paid to participants$4,465,316
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.0M · 235 accts · $1.5M emplr
2023$30.8M · 190 accts · $1.4M emplr
2022$24.8M · 156 accts · $912K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,034
Investment management$2,362
Total administrative$32,396
The Affiliated Independent Distributors, Inc. 401(k) match · 2024
Employer contribution per active participant$7,535
Median for plans this size$2,416
2024$7,535 per active participant
2023$9,209 per active participant
2022$6,753 per active participant

Affiliated Independent Distributors, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,034

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$32,396 · 0.10%
2023$29,482 · 0.11%
2022$38,753 · 0.14%
Same employer
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Orbital Engineering, Inc. PA$36.5M · 0.54%
Softerware, Inc. PA$36.5M · 0.02%
Becket & Lee, LLP PA$35.7M · 0.15%
Societal Cdmo, Inc. PA$35.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232182931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.