Plan Ledger DOL Form 5500 · updated monthly

Ase (U.S.) Inc.401(k)

ASE (U.S.) INC. 401(K) RETIREMENT PLAN · SUNNYVALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Ase (U.S.) Inc. reported $78,541 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $4,773 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 fell from 0.16% to 0.14%. 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 1,551st-largest of 9,483 plans among California employers on file, and the 2,416th of 11,654 in professional & technical services. In 2024, employees put in $4.06 for every $1.00 the employer contributed; active participation has grown from 134 to 150 since 2022.

Plan summary
Net assets, end of year$58,759,683
Participants with balances201
Active participants150
Employer contributions$715,917
Employee contributions$2,907,381
Employer contribution per active participant$4,773
Average account balance$292,337
Benefits paid to participants$4,123,162
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPA'S INC.
Plan history3
Yearassets · accounts · employer contribution
2024$58.8M · 201 accts · $716K emplr
2023$50.7M · 189 accts · $649K emplr
2022$42.9M · 183 accts · $615K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,541
Total administrative$78,541
The Ase (U.S.) Inc. 401(k) match · 2024
Employer contribution per active participant$4,773
Median for plans this size$3,635
2024$4,773 per active participant
2023$4,270 per active participant
2022$4,590 per active participant

Ase (U.S.) Inc.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$78,436
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect 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
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,541 · 0.14%
2023$77,635 · 0.17%
2022$77,551 · 0.16%
Same employer
Similar plansProfessional & Technical Services · California
Certinia Inc. CA$60.0M · 0.07%
Des Architects + Engineers CA$59.9M · 0.36%
Crystal Dynamics, Inc. CA$59.6M · 0.12%
Couchbase, Inc. CA$59.2M · 0.01%
Navan, Inc. CA$58.7M · 0.28%
Rincon Consultants, Inc. CA$58.7M · 0.07%
Telestream, LLC CA$58.7M · 0.05%
Silk Road Medical, Inc. CA$58.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770018244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.