Plan Ledger DOL Form 5500 · updated monthly

Allied Exhaust Systems, Inc.ESOP

ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · FAIRFIELD, CA · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Allied Exhaust Systems, Inc. reported $1,543 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,234 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,036th-largest of 9,483 plans among California employers on file, and the 976th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$42,360,918
Participants with balances181
Active participants136
Employer contributions$1,935,890
Employee contributions—
Employer contribution per active participant$14,234
Average account balance$234,038
Benefits paid to participants$449,492
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 215 accts · $2.4M emplr
2023$36.8M · 205 accts · $2.2M emplr
2022$42.4M · 181 accts · $1.9M emplr
Employer contributions to the Allied Exhaust Systems, Inc. plan · 2022
Employer contribution per active participant$14,234
Median for plans this size$2,266
2024$16,314 per active participant
2023$14,109 per active participant
2022$14,234 per active participant

Allied Exhaust Systems, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$3,995 · 0.01%
2023$2,880 · 0.01%
2022$1,543 · 0.00%
All plans at this employer2
ALLIED EXHAUST SYSTEMS, INC. 401(K) PS PLAN401(k)
ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · California
Mygrant Glass Company, Inc. CA$43.0M · 0.36%
Slakey Brothers, Inc. CA$41.6M · 0.23%
Heimark Distributing, LLC CA$41.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680136255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.