Plan Ledger DOL Form 5500 · updated monthly

Associated Energy Group, LLC dba Aeg Fuels401(k)

AEG FUELS 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Associated Energy Group, LLC dba Aeg Fuels reported $57,763 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,758 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 0.35% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,576th-largest of 3,644 plans among Florida employers on file, and 7,343rd of 11,654 in professional & technical services. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 222 to 330 since 2022.

Plan summary
Net assets, end of year$12,167,306
Participants with balances363
Active participants330
Employer contributions$1,570,060
Employee contributions$2,118,116
Employer contribution per active participant$4,758
Average account balance$33,519
Benefits paid to participants$1,638,958
Plan auditUnmodified (clean) audit opinion
AuditorKABAT,SCHERTZER,DE LA TORRE, (KSDT)
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 363 accts · $1.6M emplr
2023$8.2M · 263 accts · $1.2M emplr
2022$5.2M · 245 accts · $742K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,873
Investment management$24,890
Total administrative$57,763
The Associated Energy Group, LLC dba Aeg Fuels 401(k) match · 2024
Employer contribution per active participant$4,758
Median for plans this size$2,416
2024$4,758 per active participant
2023$4,428 per active participant
2022$3,341 per active participant

Associated Energy Group, LLC dba Aeg Fuels's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,889
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$23,341

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$57,763 · 0.57%
2023$32,372 · 0.48%
2022$18,368 · 0.35%
Same employer
Similar plansProfessional & Technical Services · Florida
Itel Laboratories, Inc. FL$12.3M · 0.19%
Campusworks Inc. FL$12.3M · 0.71%
Wwc Global LLC FL$12.2M · 0.72%
Precision Personnel Inc FL$12.2M · 0.28%
Enavate Holdings, LLC FL$12.1M · 0.75%
Bliss & Nyitray, Inc. FL$11.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760250408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.