Plan Ledger DOL Form 5500 · updated monthly

Aso LLC401(k)

ASO 401(K) SAVINGS PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Aso LLC reported $8,185 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,362 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 0.05% to 0.04%. 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 1,094th-largest of 3,644 plans among Florida employers on file, and the 1,855th of 4,246 in wholesale trade. In 2024, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,520,451
Participants with balances239
Active participants337
Employer contributions$459,097
Employee contributions$971,261
Employer contribution per active participant$1,362
Average account balance$85,860
Benefits paid to participants$1,569,586
Plan auditUnmodified (clean) audit opinion
AuditorHILL, BARTH & KING, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 239 accts · $459K emplr
2023$17.8M · 234 accts · $421K emplr
2022$16.1M · 236 accts · $481K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,813
Investment management$4,372
Total administrative$8,185
The Aso LLC 401(k) match · 2024
Employer contribution per active participant$1,362
Median for plans this size$2,416
2024$1,362 per active participant
2023$1,508 per active participant
2022$1,568 per active participant

Aso LLC's 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,813

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$8,185 · 0.04%
2023$8,473 · 0.05%
2022$9,513 · 0.05%
Same employer
Similar plansWholesale Trade · Florida
Aqua Lung FL$21.5M · 0.23%
Helm America Corporation FL$21.5M · 0.12%
Micro Matic USA, Inc. FL$21.0M · 0.36%
City Beverages, LLC FL$20.5M · 0.39%
Cone Distributing, Inc. FL$19.8M · 0.56%
The Lewis Bear Company FL$19.5M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205891009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.