Plan Ledger DOL Form 5500 · updated monthly

Aichi Forge USA, Inc.401(k)

AICHI FORGE USA, INC. 401(K) PLAN · GEORGETOWN, KY · plan year 2025

Reported admin expense ratio · 2025
0.99%

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

Aichi Forge USA, Inc. reported $135,171 in plan administrative expenses for 2025: 0.99% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,569 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 4 years on file its reported administrative ratio has held roughly steady near 0.99%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 368th-largest of 871 plans among Kentucky employers on file, and 7,153rd of 13,661 in manufacturing. In 2025, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 241 to 293 since 2022.

Plan summary
Net assets, end of year$14,772,141
Participants with balances321
Active participants293
Employer contributions$752,757
Employee contributions$1,380,407
Employer contribution per active participant$2,569
Average account balance$46,019
Benefits paid to participants$1,810,925
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.8M · 321 accts · $753K emplr
2024$12.6M · 303 accts · $651K emplr
2023$11.0M · 285 accts · $612K emplr
2022$9.0M · 264 accts · $473K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$60,180
Investment management$74,991
Total administrative$135,171
The Aichi Forge USA, Inc. 401(k) match · 2025
Employer contribution per active participant$2,569
Median for plans this size$2,666
2025$2,569 per active participant
2024$2,343 per active participant
2023$2,260 per active participant
2022$1,962 per active participant

Aichi Forge USA, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FISHER RETIREMENT SOLUTIONS LLC · Investment advisory (plan)$74,992
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$60,179

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

Administrative cost history4
2025$135,171 · 0.99%
2024$119,074 · 1.01%
2023$99,752 · 1.00%
2022$89,271 · 0.96%
Same employer
Similar plansManufacturing · Kentucky
Carbide Industries, LLC KY$14.9M · 0.46%
Lee Masonry Products, Inc. KY$14.6M · 0.01%
New Mather Metals, Inc. KY$14.0M · 0.54%
Trace Die Cast, Inc. KY$14.0M · 0.49%
Dant Clayton Corporation KY$13.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311545045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.