American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.DC plan
ASHRAE SAVINGS AND INVESTMENT PLAN · PEACHTREE CORNERS, GA · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. reported $26,032 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,616 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 0.01% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 653rd-largest of 2,160 plans among Georgia employers on file, and the 696th of 3,341 in other services. In 2024, the employer put in $1.39 for every $1.00 employees contributed themselves; active participation has grown from 96 to 113 since 2022.
American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.'s 2024 employer contribution ran above the $2,416 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 135675095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.