Plan Ledger DOL Form 5500 · updated monthly

Aoi Corporation401(k)

AOI CORPORATION 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Aoi Corporation reported $21,665 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,336 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 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Nebraska (371st of 565), and 3,131st of 5,337 in construction. In 2024, employees put in $4.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,710,705
Participants with balances142
Active participants114
Employer contributions$152,304
Employee contributions$644,305
Employer contribution per active participant$1,336
Average account balance$68,385
Benefits paid to participants$1,251,113
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 142 accts · $152K emplr
2023$8.7M · 135 accts · $140K emplr
2022$7.3M · 129 accts · $133K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,325
Investment management$12,340
Total administrative$21,665
The Aoi Corporation 401(k) match · 2024
Employer contribution per active participant$1,336
Median for plans this size$1,313
2024$1,336 per active participant
2023$1,264 per active participant
2022$1,192 per active participant

Aoi Corporation's 2024 employer contribution ran above the $1,313 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 · 20243
MUTUAL OF OMAHA INVESTOR SERVICES, · Investment advisory (plan)$11,621
ASCENSUS LLC · Loan processing$7,425
UNITED OF OMAHA · Loan processing$1,900

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$21,665 · 0.24%
2023$3,125 · 0.04%
2022$4,382 · 0.05%
Similar plansConstruction · Nebraska
Paulsen, Inc. NE$13.1M · 0.09%
Americas Fence Store Inc. NE$12.4M · 0.48%
Heimes Corp. NE$9.0M · 0.51%
Bauer Underground, Inc. NE$7.2M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470687965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.