Plan Ledger DOL Form 5500 · updated monthly

American Speech-Language-Hearing Association (Asha)401(k)

ASHA 401(K) PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

American Speech-Language-Hearing Association (Asha) reported $134,207 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $5,289 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 0.05% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 209th-largest of 1,671 plans among Maryland employers on file, and the 244th of 3,341 in other services. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,183,383
Participants with balances399
Active participants317
Employer contributions$1,676,465
Employee contributions$3,663,474
Employer contribution per active participant$5,289
Average account balance$203,467
Benefits paid to participants$5,465,591
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$81.2M · 399 accts · $1.7M emplr
2023$74.3M · 397 accts · $1.5M emplr
2022$61.8M · 384 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,877
Investment management$97,330
Total administrative$134,207
The American Speech-Language-Hearing Association (Asha) 401(k) match · 2024
Employer contribution per active participant$5,289
Median for plans this size$3,635
2024$5,289 per active participant
2023$4,846 per active participant
2022$4,263 per active participant

American Speech-Language-Hearing Association (Asha)'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LOCKBOX · Investment advisory (plan)$97,332
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$36,877

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$134,207 · 0.17%
2023$107,627 · 0.16%
2022$35,481 · 0.05%
Same employer
Similar plansOther Services · Maryland
Asbury Communities, Inc. MD$92.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530240474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.