Plan Ledger DOL Form 5500 · updated monthly

Asm Research LLC401(k)

ASM RESEARCH LLC 401(K) PLAN · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Asm Research LLC reported $439,584 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,817 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 0.23% to 0.19%. 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 138th-largest of 2,266 plans among Virginia employers on file, and the 685th of 11,654 in professional & technical services. In 2024, employees put in $3.15 for every $1.00 the employer contributed; active participation has grown from 1,677 to 2,619 since 2022.

Plan summary
Net assets, end of year$239,702,612
Participants with balances2,198
Active participants2,619
Employer contributions$4,757,418
Employee contributions$14,993,065
Employer contribution per active participant$1,817
Average account balance$109,055
Benefits paid to participants$19,177,146
Plan auditUnmodified (clean) audit opinion
AuditorCOHN REZNICK
Plan history3
Yearassets · accounts · employer contribution
2024$239.7M · 2,198 accts · $4.8M emplr
2023$211.3M · 2,172 accts · $4.6M emplr
2022$177.1M · 2,224 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$236,358
Investment management$203,226
Total administrative$439,584
The Asm Research LLC 401(k) match · 2024
Employer contribution per active participant$1,817
Median for plans this size$3,635
2024$1,817 per active participant
2023$2,842 per active participant
2022$2,507 per active participant

Asm Research LLC's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$236,347
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$164,086
OSAIC FA, INC. · Investment advisory (plan)$39,140
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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$439,584 · 0.19%
2023$491,466 · 0.25%
2022$445,996 · 0.23%
Same employer
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Cherry Bekaert Advisory LLC VA$263.0M · 0.16%
Centauri, LLC VA$260.7M · 0.01%
Sag, LLC. VA$254.8M · 0.07%
Microstrategy VA$254.3M · 0.04%
Appian Corporation VA$237.6M · 0.45%
Sag, LLC. VA$231.1M · 0.05%
Analytic Services Inc. VA$226.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541385056 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.