Ahepa Management Company, Inc.403(b)
AHEPA MANAGEMENT COMPANY, INC. 403(B) PLAN · FISHERS, IN · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Ahepa Management Company, Inc. reported $40,655 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $3,300 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 rose from 0.39% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Indiana (902nd of 1,562), and 1,127th of 2,096 in real estate & leasing. In 2024, the employer put in $3.13 for every $1.00 employees contributed themselves; active participation has grown from 276 to 304 since 2022.
Ahepa Management Company, Inc.'s 2024 employer contribution ran above the $1,313 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 351867058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.