Plan Ledger DOL Form 5500 · updated monthly

Ajt Holding LLC401(k)

AJT HOLDING 401K · MATTHEWS, NC · plan year 2024

Reported admin expense ratio · 2024
4.55%

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

Ajt Holding LLC reported $24,461 in plan administrative expenses for 2024: 4.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $442 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 4.13% to 4.55%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in North Carolina (1,927th of 2,005), and 1,259th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.08 for every $1.00 the employer contributed; active participation has shrunk from 359 to 133 since 2022.

Plan summary
Net assets, end of year$605,405
Participants with balances217
Active participants133
Employer contributions$58,767
Employee contributions$181,148
Employer contribution per active participant$442
Average account balance$2,790
Benefits paid to participants$156,972
Plan auditUnmodified (clean) audit opinion
AuditorELLIOTT GROUP CPSA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$605K · 217 accts · $59K emplr
2023$469K · 458 accts · $67K emplr
2022$235K · 382 accts · $63K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,386
Investment management$9,075
Total administrative$24,461
The Ajt Holding LLC 401(k) match · 2024
Employer contribution per active participant$442
Median for plans this size$540
2024$442 per active participant
2023$173 per active participant
2022$176 per active participant

Ajt Holding LLC's 2024 employer contribution ran below the $540 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.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$17,960
ELLIOTT GROUP CPAS PPLC · Recordkeeping · Pension consulting$6,500

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

Recordkeeper by year2
2024ADP, ELLIOTT GROUP CPAS PPLC
2023ADP

This plan has changed recordkeepers within these filings. If you left Ajt Holding LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,461 · 4.55%
2023$21,087 · 5.99%
2022$6,118 · 4.13%
Similar plansArts, Entertainment & Recreation · North Carolina
Greensboro Science Center NC$2.1M · 0.75%
Bald Head Island Club NC$1.4M · 0.11%
Otgp Management, LLC NC$638K · 0.37%
Carolinas Football Club NC$193K · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463266428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.