Plan Ledger DOL Form 5500 · updated monthly

Applied Enterprise Management Corporation401(k)

AEM RETIREMENT PLAN · CAMARILLO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Applied Enterprise Management Corporation reported $16,683 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,502 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 3 years on file its reported administrative ratio has held roughly steady near 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 881st-largest of 9,483 plans among California employers on file, and the 1,303rd of 11,654 in professional & technical services. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$117,587,930
Participants with balances407
Active participants292
Employer contributions$1,898,676
Employee contributions$3,490,105
Employer contribution per active participant$6,502
Average account balance$288,914
Benefits paid to participants$3,883,298
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.6M · 407 accts · $1.9M emplr
2023$98.8M · 416 accts · $2.7M emplr
2022$79.6M · 395 accts · $2.4M emplr
The Applied Enterprise Management Corporation 401(k) match · 2024
Employer contribution per active participant$6,502
Median for plans this size$3,635
2024$6,502 per active participant
2023$8,619 per active participant
2022$8,268 per active participant

Applied Enterprise Management Corporation'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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$17,358

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$16,683 · 0.02%
2023$15,284 · 0.02%
2022$12,899 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Nossaman LLP CA$120.0M · 0.09%
Keker, van Nest & Peters LLP CA$118.5M · 0.24%
Rubin Postaer and Associates CA$118.0M · 0.17%
Nerdwallet, Inc. CA$115.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770113181 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.