Plan Ledger DOL Form 5500 · updated monthly

American Society of Association Executives401(k)

AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 401(K) PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

American Society of Association Executives reported $16,620 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,189 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 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 225th-largest of 618 plans among District of Columbia employers on file, and the 608th of 3,341 in other services. In 2023, the employer put in $1.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$35,750,032
Participants with balances159
Active participants62
Employer contributions$879,699
Employee contributions$620,984
Employer contribution per active participant$14,189
Average account balance$224,843
Benefits paid to participants$4,129,240
Plan auditUnmodified (clean) audit opinion
AuditorJONES, MARESCA & MCELWANEY, P.A
Plan history3
Yearassets · accounts · employer contribution
2024$33.9M · 146 accts · $998K emplr
2023$35.8M · 159 accts · $880K emplr
2022$33.5M · 146 accts · $784K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,553
Investment management$7,067
Total administrative$16,620
The American Society of Association Executives 401(k) match · 2023
Employer contribution per active participant$14,189
Median for plans this size$2,440
2024$13,304 per active participant
2023$14,189 per active participant
2022$13,281 per active participant

American Society of Association Executives's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$6,722
ASAE BUSINESS SERVICES$3,000
EMPOWER ADVISORY GROUP, LLC · Investment management$2,650

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

Administrative cost history3
2024$17,435 · 0.05%
2023$16,620 · 0.05%
2022$17,129 · 0.04%
Similar plansOther Services · District of Columbia
Pact, Inc. DC$38.4M · 0.45%
Pathfinder International DC$32.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530026940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.