Plan Ledger DOL Form 5500 · updated monthly

Afry USA LLC401(k)

AFRY USA LLC RETIREMENT PLAN AND TRUST · APPLETON, WI · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Afry USA LLC reported $70,936 in plan administrative expenses for 2023: 0.40% of average plan assets, above the peer median. Employer contributions averaged $3,364 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 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 883rd-largest of 1,936 plans among Wisconsin employers on file, and the 5,684th of 11,654 in professional & technical services. In 2023, employees put in $2.47 for every $1.00 the employer contributed; active participation has grown from 121 to 149 since 2022.

Plan summary
Net assets, end of year$19,322,424
Participants with balances136
Active participants149
Employer contributions$501,260
Employee contributions$1,237,410
Employer contribution per active participant$3,364
Average account balance$142,077
Benefits paid to participants$2,843,026
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 137 accts · $549K emplr
2023$19.3M · 136 accts · $501K emplr
2022$15.8M · 125 accts · $401K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$930
Investment management$70,006
Total administrative$70,936
The Afry USA LLC 401(k) match · 2023
Employer contribution per active participant$3,364
Median for plans this size$2,440
2024$4,461 per active participant
2023$3,364 per active participant
2022$3,316 per active participant

Afry USA LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$70,936

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,500 · 0.42%
2023$70,936 · 0.40%
2022$70,813 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
A.B. Data, LTD. WI$22.2M · 0.01%
Hupy and Abraham, S.C. WI$18.4M · 0.60%
Acieta LLC WI$18.1M · 0.21%
Vierbicher Associates, Inc. WI$18.1M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391909415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.