Plan Ledger DOL Form 5500 · updated monthly

Asm Assembly Systems,Llc401(k)

ASM ASSEMBLY SYSTEMS 401(K)PLAN · SUWANEE, GA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Asm Assembly Systems,Llc reported $146,064 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $4,122 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 rose from 0.16% to 0.33%. 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 484th-largest of 2,160 plans among Georgia employers on file, and the 872nd of 4,246 in wholesale trade. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has grown from 305 to 395 since 2022.

Plan summary
Net assets, end of year$47,335,706
Participants with balances529
Active participants395
Employer contributions$1,628,296
Employee contributions$3,895,163
Employer contribution per active participant$4,122
Average account balance$89,481
Benefits paid to participants$5,457,260
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.3M · 529 accts · $1.6M emplr
2023$41.8M · 496 accts · $1.1M emplr
2022$36.1M · 423 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,632
Investment management$77,432
Total administrative$146,064
The Asm Assembly Systems,Llc 401(k) match · 2024
Employer contribution per active participant$4,122
Median for plans this size$2,416
2024$4,122 per active participant
2023$3,089 per active participant
2022$3,537 per active participant

Asm Assembly Systems,Llc's 2024 employer contribution ran above the $2,416 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 · 20243
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$54,860
SAGEVIEW ADVISORY GROUP, LLC · Investment management$22,572

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$146,064 · 0.33%
2023$83,872 · 0.22%
2022$59,564 · 0.16%
Same employer
Similar plansWholesale Trade · Georgia
Fibervisions Corporation GA$49.9M · 0.05%
Ajc International, Inc. GA$49.1M · 0.04%
Control Southern, Inc. GA$48.9M · 0.32%
KIDS2, Inc. GA$45.8M · 0.34%
N.A. Williams Co. Inc. GA$44.0M · 0.19%
Mizuno USA, Inc. GA$44.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800237825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.