Plan Ledger DOL Form 5500 · updated monthly

Affinity Group Central Region LLC dba Affinity Group Central401(k)

AFFINITY GROUP 401(K) PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Affinity Group Central Region LLC dba Affinity Group Central reported $40,311 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,127 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in North Carolina (1,431st of 2,005), and 3,589th of 4,246 in wholesale trade. In 2024, employees put in $3.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,340,007
Participants with balances136
Active participants127
Employer contributions$270,166
Employee contributions$923,636
Employer contribution per active participant$2,127
Average account balance$39,265
Benefits paid to participants$549,637
Plan auditUnmodified (clean) audit opinion
AuditorPARSONS CPA, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,740
Investment management$23,571
Total administrative$40,311
The Affinity Group Central Region LLC dba Affinity Group Central 401(k) match · 2024
Employer contribution per active participant$2,127
Median for plans this size$1,313

Affinity Group Central Region LLC dba Affinity Group Central's 2024 employer contribution ran above 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 · 20246
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$7,130
EMPOWER ADVISORY GROUP, LLC · Investment management$5,225
AMERIPRISE FINANCIAL SERVICES LLC · Investment advisory (plan)$4,215
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$3,765
AMERIPRISE FINANCIAL INC DBA COLUMB · Investment advisory (plan)$3,236

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

Administrative cost history1
2024$40,311 · 0.87%
Similar plansWholesale Trade · North Carolina
Jerrys Artarama Nc, Inc. NC$6.7M · 0.57%
Seiren North America, LLC NC$6.3M · 0.27%
La Tortilleria, Inc. NC$5.9M · 0.01%
Monroe Hardware Company NC$4.9M · 0.15%
The Jay Group, LTD. NC$4.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880972951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.