Plan Ledger DOL Form 5500 · updated monthly

Asana Partners Payroll Services, LLC401(k)

ASANA PARTNERS PAYROLL SERVICES, LLC 401(K) PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Asana Partners Payroll Services, LLC reported $26,388 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $4,047 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in North Carolina (1,209th of 2,005), and 1,223rd of 2,096 in real estate & leasing. In 2024, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,499,485
Participants with balances136
Active participants123
Employer contributions$497,839
Employee contributions$1,196,118
Employer contribution per active participant$4,047
Average account balance$62,496
Benefits paid to participants$505,247
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,436
Investment management$10,952
Total administrative$26,388
The Asana Partners Payroll Services, LLC 401(k) match · 2024
Employer contribution per active participant$4,047
Median for plans this size$1,313

Asana Partners Payroll Services, LLC's 2024 employer contribution ran above the $1,313 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.

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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,436
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$9,563

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

Administrative cost history1
2024$26,388 · 0.36%
Same employer
Similar plansReal Estate & Leasing · North Carolina
S&S Services Group, LLC NC$10.0M · 0.32%
Msc Development, Inc. NC$9.8M · 0.48%
Southwood Realty Company NC$9.0M · 0.98%
Tribute Companies, Inc. NC$8.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874051443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.