Plan Ledger DOL Form 5500 · updated monthly

Aids Action Coalition of Huntsville, Inc.403(b)

AIDS ACTION COALITION OF HUNTSVILLE, INC. RETIREMENT PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Aids Action Coalition of Huntsville, Inc. reported $32,244 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,858 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 0.09% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Alabama (655th of 902), and 8,229th of 11,911 in health care & social assistance. In 2024, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,483,441
Participants with balances136
Active participants107
Employer contributions$198,789
Employee contributions$372,394
Employer contribution per active participant$1,858
Average account balance$32,966
Benefits paid to participants$636,309
Plan auditDisclaimer of opinion
AuditorWEAR HOWELL STRICKLAND QUINN & LAW
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 136 accts · $199K emplr
2023$4.0M · 165 accts · $196K emplr
2022$3.0M · 159 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,244
Total administrative$32,244
The Aids Action Coalition of Huntsville, Inc. 401(k) match · 2024
Employer contribution per active participant$1,858
Median for plans this size$1,313
2024$1,858 per active participant
2023$1,829 per active participant
2022$1,763 per active participant

Aids Action Coalition of Huntsville, Inc.'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.

Administrative cost history3
2024$32,244 · 0.76%
2023$19,517 · 0.56%
2022$2,725 · 0.09%
Similar plansHealth Care & Social Assistance · Alabama
Sasser Enterprises, Inc. AL$4.3M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570889447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.