Plan Ledger DOL Form 5500 · updated monthly

Aspen Manufacturing LLC401(k)

ASPEN MANUFACTURING LLC 401(K) P · HUMBLE, TX · plan year 2023

Reported admin expense ratio · 2023
0.32%

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

Aspen Manufacturing LLC reported $15,455 in plan administrative expenses for 2023: 0.32% of average plan assets, below the peer median. Employer contributions averaged $1,432 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 1 year on file its reported administrative ratio rose from 0.28% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (4,092nd of 5,688), and 11,261st of 13,661 in manufacturing. In 2023, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,883,530
Participants with balances74
Active participants151
Employer contributions$216,186
Employee contributions$348,479
Employer contribution per active participant$1,432
Average account balance$65,994
Benefits paid to participants$1,338,651
Plan auditUnmodified (clean) audit opinion
AuditorCALVIN MARTIN & COMPANY PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$4.9M · 74 accts · $216K emplr
2022$4.8M · 76 accts · $227K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,222
Investment management$13,233
Total administrative$15,455
The Aspen Manufacturing LLC 401(k) match · 2023
Employer contribution per active participant$1,432
Median for plans this size$1,308
2023$1,432 per active participant
2022$1,338 per active participant

Aspen Manufacturing LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
RAYMOND JAMES FINANCIAL SERVICE · Recordkeeping · Trustee$13,233
ADP, INC. · Loan processing · Recordkeeping$2,221
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$15,455 · 0.32%
2022$14,460 · 0.28%
Similar plansManufacturing · Texas
Napco Precast, LLC TX$4.9M · 1.00%
Fabcorp, Inc. TX$4.9M · 0.15%
Door Controls USA, Inc. TX$4.9M · 0.75%
Comet Signs LLC TX$4.8M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453120278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.