Plan Ledger DOL Form 5500 · updated monthly

Aldo US, Inc.401(k)

ALDO US, INC. SAVINGS AND INVESTMENT PLAN · · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Aldo US, Inc. reported $54,408 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $184 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 3 years on file its reported administrative ratio has held roughly steady near 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is 2,918th of 5,215 in retail trade. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 478 to 1,393 since 2022.

Plan summary
Net assets, end of year$8,583,315
Participants with balances247
Active participants1,393
Employer contributions$255,639
Employee contributions$439,626
Employer contribution per active participant$184
Average account balance$34,750
Benefits paid to participants$558,619
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 247 accts · $256K emplr
2023$7.2M · 215 accts · $223K emplr
2022$6.3M · 230 accts · $256K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,773
Investment management$19,635
Total administrative$54,408
The Aldo US, Inc. 401(k) match · 2024
Employer contribution per active participant$184
Median for plans this size$1,313
2024$184 per active participant
2023$467 per active participant
2022$535 per active participant

Aldo US, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
NWPS · Recordkeeping · Loan processing$34,773
LPL FINANCIAL · Investment advisory (participants) · Investment advisory (plan)$19,635

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

Recordkeeper by year2
2024NWPS
2023NWPS

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Administrative cost history3
2024$54,408 · 0.69%
2023$46,990 · 0.69%
2022$50,786 · 0.72%
Same employer
Similar plansRetail Trade
Spreetail, LLC NE$8.6M · 0.50%
Farm King Supply, Inc IL$8.6M · 0.71%
Elk Supply Company, LLC OK$8.6M · 0.27%
Sac Finance, Inc. IN$8.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141736704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.