Plan Ledger DOL Form 5500 · updated monthly

Amerex Corporation401(k)

AMEREX CORPORATION 401(K) SAVINGS PLAN · TRUSSVILLE, AL · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Amerex Corporation reported $40,177 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2,731 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 fell from 0.09% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 118th-largest of 902 plans among Alabama employers on file, and the 2,724th of 13,661 in manufacturing. In 2025, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,880,126
Participants with balances609
Active participants470
Employer contributions$1,283,504
Employee contributions$2,858,333
Employer contribution per active participant$2,731
Average account balance$101,609
Benefits paid to participants$4,520,502
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$61.9M · 609 accts · $1.3M emplr
2024$53.6M · 590 accts · $1.2M emplr
2023$47.9M · 586 accts · $1.1M emplr
2022$44.0M · 582 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Investment management$10,901
Total administrative$40,177
The Amerex Corporation 401(k) match · 2025
Employer contribution per active participant$2,731
Median for plans this size$4,093
2025$2,731 per active participant
2024$2,586 per active participant
2023$2,574 per active participant
2022$2,576 per active participant

Amerex Corporation's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MERRILL LYNCH · Investment advisory (participants)$39,413
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,901
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history4
2025$40,177 · 0.07%
2024$43,370 · 0.09%
2023$59,147 · 0.13%
2022$41,352 · 0.09%
Similar plansManufacturing · Alabama
Cnhi, LLC AL$65.7M · 0.29%
Mobis-Alabama, LLC AL$57.9M · 0.44%
Bbb Industries, LLC AL$54.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630595141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.