Plan Ledger DOL Form 5500 · updated monthly

Aion Management, LLC401(k)

AION MANAGEMENT, LLC 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
1.10%

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

Aion Management, LLC reported $111,221 in plan administrative expenses for 2025: 1.10% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,099 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 1.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (3,435th of 5,648), and the 1,030th of 2,096 in real estate & leasing. In 2025, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,278,756
Participants with balances890
Active participants390
Employer contributions$818,632
Employee contributions$1,415,401
Employer contribution per active participant$2,099
Average account balance$12,673
Benefits paid to participants$1,638,601
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$11.3M · 890 accts · $819K emplr
2024$9.0M · 764 accts · $979K emplr
2023$7.6M · 697 accts · $960K emplr
2022$5.4M · 562 accts · $826K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$84,079
Audit (IQPA)$27,142
Total administrative$111,221
The Aion Management, LLC 401(k) match · 2025
Employer contribution per active participant$2,099
Median for plans this size$2,666
2025$2,099 per active participant
2024$2,631 per active participant
2023$2,395 per active participant
2022$2,263 per active participant

Aion Management, LLC'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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$84,079
BAKER TILLY US, LLP. · Accounting / audit$27,142

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

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Administrative cost history4
2025$111,221 · 1.10%
2024$57,998 · 0.70%
2023$65,013 · 1.00%
2022$55,695 · 1.08%
Same employer
Similar plansReal Estate & Leasing · New York
United Payroll, LLC NY$13.1M · 0.16%
Thor Equities, LLC NY$11.8M · 0.57%
Relo Redac, Inc. NY$11.7M · 0.96%
Orchard Technologies, Inc NY$11.3M · 0.46%
Extell Development Company NY$11.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820770916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.