Plan Ledger DOL Form 5500 · updated monthly

Ashton Woods USA, LLC.401(k)

ASHTON WOODS HOMES RETIREMENT SAVINGS PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Ashton Woods USA, LLC. reported $133,582 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,890 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 0.15% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 247th-largest of 2,160 plans among Georgia employers on file, and the 536th of 5,337 in construction. In 2024, employees put in $2.75 for every $1.00 the employer contributed; active participation has grown from 1,109 to 1,312 since 2022.

Plan summary
Net assets, end of year$118,364,808
Participants with balances1,768
Active participants1,312
Employer contributions$3,791,698
Employee contributions$10,416,397
Employer contribution per active participant$2,890
Average account balance$66,948
Benefits paid to participants$7,921,451
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$118.4M · 1,768 accts · $3.8M emplr
2023$97.1M · 1,506 accts · $3.5M emplr
2022$77.8M · 1,411 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,825
Investment management$113,757
Total administrative$133,582
The Ashton Woods USA, LLC. 401(k) match · 2024
Employer contribution per active participant$2,890
Median for plans this size$3,635
2024$2,890 per active participant
2023$2,941 per active participant
2022$2,980 per active participant

Ashton Woods USA, 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 · 20245
NORTHWESTERN MUTUAL INVESTMENT S$75,000
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$22,636
WINDHAM BRANNON$16,000
MORNINGSTAR · Investment advisory (plan)indirect comp

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$133,582 · 0.12%
2023$126,757 · 0.14%
2022$125,088 · 0.15%
Same employer
Similar plansConstruction · Georgia
Beazer Homes USA, Inc. GA$188.4M · 0.13%
The Wrench Group GA$137.1M · 1.17%
McKenney's, Inc. GA$129.3M · 0.13%
Ppc Retirement Plan GA$98.7M · 0.25%
Ibew Local 508 Pension Fund GA$83.2M · 0.36%
Balfour Beatty LLC GA$82.3M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 371590746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.