Plan Ledger DOL Form 5500 · updated monthly

Asm Global401(k)

ASM GLOBAL RETIREMENT & SAVINGS PLAN · WEST CONSHOHOCKEN, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Asm Global reported $198,742 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $1,188 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 0.04% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 200th-largest of 3,651 plans among Pennsylvania employers on file, and the 35th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.82 for every $1.00 the employer contributed; active participation has shrunk from 7,718 to 6,818 since 2022.

Plan summary
Net assets, end of year$336,823,351
Participants with balances8,649
Active participants6,818
Employer contributions$8,098,731
Employee contributions$22,819,958
Employer contribution per active participant$1,188
Average account balance$38,944
Benefits paid to participants$43,097,177
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$336.8M · 8,649 accts · $8.1M emplr
2023$297.5M · 8,264 accts · $7.1M emplr
2022$243.2M · 7,742 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,046
Investment management$64,026
Audit (IQPA)$42,850
Total administrative$198,742
The Asm Global 401(k) match · 2024
Employer contribution per active participant$1,188
Median for plans this size$4,294
2024$1,188 per active participant
2023$944 per active participant
2022$807 per active participant

Asm Global's 2024 employer contribution ran below the $4,294 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$64,026
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,171
PRICEWATERHOUSECOOPERS LLP · Accounting / audit$42,850
GLOBAL RETIREMENT PARTNERS, LLC · Consulting$39,000

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$198,742 · 0.06%
2023$218,594 · 0.08%
2022$117,252 · 0.04%
Same employer
Similar plansArts, Entertainment & Recreation · Pennsylvania
Penn Entertainment, Inc. PA$694.0M · 0.17%
Alterra Mountain Company CO$365.8M · 0.15%
Cedar Fair, L.P. OH$337.4M · 0.02%
Troon Golf, L.L.C. AZ$333.7M · 0.59%
Life Time, Inc. MN$332.0M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232511871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.