Plan Ledger DOL Form 5500 · updated monthly

Aphena Pharma Solutions Holdings401(k)

APHENA PHARMA SOLUTIONS 401(K) PLAN · COOKEVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Aphena Pharma Solutions Holdings reported $94,925 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $481 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 0.49% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 707th-largest of 1,496 plans among Tennessee employers on file, and 7,370th of 13,661 in manufacturing. In 2024, employees put in $2.93 for every $1.00 the employer contributed; active participation has grown from 460 to 509 since 2022.

Plan summary
Net assets, end of year$14,060,932
Participants with balances283
Active participants509
Employer contributions$244,994
Employee contributions$717,364
Employer contribution per active participant$481
Average account balance$49,685
Benefits paid to participants$2,692,003
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 283 accts · $245K emplr
2023$13.8M · 257 accts · $212K emplr
2022$13.4M · 284 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,608
Investment management$61,317
Total administrative$94,925
The Aphena Pharma Solutions Holdings 401(k) match · 2024
Employer contribution per active participant$481
Median for plans this size$2,416
2024$481 per active participant
2023$470 per active participant
2022$558 per active participant

Aphena Pharma Solutions Holdings's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ROTHSCHILD INVESTMENT CORPORATION · Recordkeeping · Pension consulting$56,038
ADP, INC. · Loan processing · Recordkeeping$37,387
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, ROTHSCHILD INVESTMENT CORPORATION
2023ADP, ROTHSCHILD INVESTMENT CORPORATION

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Administrative cost history3
2024$94,925 · 0.68%
2023$72,676 · 0.53%
2022$74,506 · 0.49%
Similar plansManufacturing · Tennessee
Colortech, Inc. TN$15.0M · 0.56%
Florim USA, Inc. TN$14.9M · 0.72%
Arc Automotive, Inc. TN$14.1M · 0.58%
Scepter, Inc. TN$14.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208781790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.