Plan Ledger DOL Form 5500 · updated monthly

Asi401(k)

ASI 401(K) PROFIT SHARING PLAN · FREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Asi reported $118,507 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $683 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 0.34% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,901st-largest of 9,483 plans among California employers on file, and the 909th of 4,246 in wholesale trade. In 2024, employees put in $9.65 for every $1.00 the employer contributed; active participation has shrunk from 248 to 217 since 2022.

Plan summary
Net assets, end of year$45,587,245
Participants with balances288
Active participants217
Employer contributions$148,173
Employee contributions$1,430,077
Employer contribution per active participant$683
Average account balance$158,289
Benefits paid to participants$2,727,393
Plan auditUnmodified (clean) audit opinion
AuditorTHE PUN GROUP, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$45.6M · 288 accts · $148K emplr
2023$40.3M · 315 accts · $158K emplr
2022$33.9M · 331 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,839
Investment management$43,468
Total administrative$118,507
The Asi 401(k) match · 2024
Employer contribution per active participant$683
Median for plans this size$2,416
2024$683 per active participant
2023$686 per active participant
2022$704 per active participant

Asi's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$22,026
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$21,442
MJC EMPLOYEE BENEFITS & INS SERV · Consulting$13,200

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$118,507 · 0.28%
2023$98,304 · 0.26%
2022$128,974 · 0.34%
Same employer
Similar plansWholesale Trade · California
5.11, Inc. CA$48.5M · 0.34%
Vifor Pharma, Inc. CA$48.3M · 0.11%
Asus Computer International CA$45.7M · 0.19%
Tireco, Inc. CA$45.5M · 0.06%
Dcor, LLC CA$44.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943289429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.