Plan Ledger DOL Form 5500 · updated monthly

Ashgrove Holdings, LLC401(k)

THE ASHGROVE HOLDINGS 401K PLAN · STERLING, VA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Ashgrove Holdings, LLC reported $152,047 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,578 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 0.25% to 0.18%. 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 311th-largest of 2,266 plans among Virginia employers on file, and the 1,664th of 11,654 in professional & technical services. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$89,758,085
Participants with balances1,405
Active participants1,090
Employer contributions$2,809,779
Employee contributions$6,018,831
Employer contribution per active participant$2,578
Average account balance$63,885
Benefits paid to participants$11,348,195
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$89.8M · 1,405 accts · $2.8M emplr
2023$81.4M · 1,193 accts · $2.5M emplr
2022$65.5M · 1,049 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,138
Investment management$50,000
Total administrative$152,047
The Ashgrove Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,578
Median for plans this size$3,635
2024$2,578 per active participant
2023$2,822 per active participant
2022$2,141 per active participant

Ashgrove Holdings, LLC's 2024 employer contribution ran below 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
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$50,000

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$152,047 · 0.18%
2023$135,250 · 0.18%
2022$181,265 · 0.25%
Same employer
Similar plansProfessional & Technical Services · Virginia
Actionet, Inc. VA$96.7M · 0.24%
Willcox & Savage, P.C. VA$93.0M · 0.04%
Hydrogeologic, Inc. VA$92.2M · 0.21%
Oliff PLC VA$87.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134122483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.