Plan Ledger DOL Form 5500 · updated monthly

Aip-Cas Holdings, LLC401(k)

AIP-CAS HOLDINGS, LLC 401(K) PLAN · MEADOWS OF DAN, VA · plan year 2023

Reported admin expense ratio · 2023
0.43%

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

Aip-Cas Holdings, LLC reported $45,888 in plan administrative expenses for 2023: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,571 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 1 year on file its reported administrative ratio rose from 0.43% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Virginia (1,361st of 2,266), and 8,195th of 13,661 in manufacturing. In 2023, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,475,646
Participants with balances145
Active participants188
Employer contributions$295,423
Employee contributions$586,234
Employer contribution per active participant$1,571
Average account balance$79,142
Benefits paid to participants$1,076,635
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.1M · 113 accts · $251K emplr
2023$11.5M · 145 accts · $295K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,948
Total administrative$45,888
The Aip-Cas Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$1,571
Median for plans this size$2,440
2024$1,904 per active participant
2023$1,571 per active participant

Aip-Cas Holdings, LLC's 2023 employer contribution ran below the $2,440 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 · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,948

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

Administrative cost history2
2024$47,010 · 0.48%
2023$45,888 · 0.43%
Same employer
Similar plansManufacturing · Virginia
Accutec Blades, Inc. VA$12.9M · 0.74%
Valcom, Inc. VA$12.8M · 0.06%
Monoflo International, Inc. VA$12.5M · 0.08%
Ross Industries, Inc. VA$11.9M · 0.24%
Shickel Corporation VA$11.4M · 0.41%
Rolls Royce N.A. Inc. VA$11.3M · 0.16%
Paramont Mfg LLC VA$11.3M · 0.30%
Drake Extrusion Inc. VA$11.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831442372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.