Plan Ledger DOL Form 5500 · updated monthly

Aiphone Corporation401(k)

AIPHONE CORPORATION EMPLOYEES SAVINGS PLAN · REDMOND, WA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Aiphone Corporation reported $28,372 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $5,941 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 fell from 0.17% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 661st-largest of 1,714 plans among Washington employers on file, and the 5,720th of 13,661 in manufacturing. In 2024, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,187,102
Participants with balances154
Active participants142
Employer contributions$843,678
Employee contributions$916,104
Employer contribution per active participant$5,941
Average account balance$137,579
Benefits paid to participants$593,488
Plan auditUnmodified (clean) audit opinion
AuditorHELLAM VARON & CO., INC.P.S.
Plan history2
Yearassets · accounts · employer contribution
2024$21.2M · 154 accts · $844K emplr
2023$19.0M · 147 accts · $784K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,321
Investment management$20,000
Total administrative$28,372
The Aiphone Corporation 401(k) match · 2024
Employer contribution per active participant$5,941
Median for plans this size$2,416
2024$5,941 per active participant
2023$6,480 per active participant

Aiphone Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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.

Service providers · 20244
USI CONSULTING GROUP · Recordkeeping · Loan processing$5,321
USI ADVISORS, INC. · Investment advisory (participants)$20,000
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)$3,051
CHARLES SCHWAB & CO. · Custodial · Custodial (securities)$8

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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Administrative cost history2
2024$28,372 · 0.14%
2023$30,741 · 0.17%
Same employer
Similar plansManufacturing · Washington
Trillium Corporation WA$22.3M · 0.06%
Superfeet Worldwide, LLC WA$22.0M · 0.01%
Machinists, Inc. WA$21.8M · 0.36%
Rsg Forest Products Inc. WA$21.6M · 0.46%
Van Doren Sales, Inc. WA$20.9M · 0.25%
Seacast, Inc. WA$20.0M · 0.21%
Young Corporation WA$19.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910857384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.