Plan Ledger DOL Form 5500 · updated monthly

Aia Corporation401(k)

AIA CORPORATION 401(K) PLAN · APPLETON, WI · plan year 2023

Reported admin expense ratio · 2023
0.71%

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

Aia Corporation reported $23,460 in plan administrative expenses for 2023: 0.71% of average plan assets, above the peer median. Employer contributions averaged $2,238 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 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,719th of 1,936), and 10,241st of 11,654 in professional & technical services. In 2023, employees put in $2.81 for every $1.00 the employer contributed; active participation has shrunk from 101 to 76 since 2022.

Plan summary
Net assets, end of year$3,825,857
Participants with balances134
Active participants76
Employer contributions$170,067
Employee contributions$477,379
Employer contribution per active participant$2,238
Average account balance$28,551
Benefits paid to participants$141,245
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$635K · 46 accts · $114K emplr
2023$3.8M · 134 accts · $170K emplr
2022$2.8M · 126 accts · $203K emplr
The Aia Corporation 401(k) match · 2023
Employer contribution per active participant$2,238
Median for plans this size$1,308
2024$1,808 per active participant
2023$2,238 per active participant
2022$2,011 per active participant

Aia Corporation's 2023 employer contribution ran above the $1,308 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 · 20232
NATIONWIDE · Recordkeeping · Custodial (securities)$15,320
USI ADVISORS · Investment advisory (participants)$8,140

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$21,986 · 0.99%
2023$23,460 · 0.71%
2022$10,748 · 0.39%
Similar plansProfessional & Technical Services · Wisconsin
Animart, LLC WI$4.2M · 0.72%
Marcus Investments, LLC WI$3.4M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 043429004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.