Plan Ledger DOL Form 5500 · updated monthly

Associations International, LLC401(k)

ASSOCIATIONS INTERNATIONAL, LLC. 401(K) PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Associations International, LLC reported $63,378 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,750 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 0.51% to 0.53%. 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 401st-largest of 871 plans among Kentucky employers on file, and 7,045th of 11,654 in professional & technical services. In 2024, employees put in $3.41 for every $1.00 the employer contributed; active participation has grown from 143 to 174 since 2022.

Plan summary
Net assets, end of year$13,179,185
Participants with balances154
Active participants174
Employer contributions$304,425
Employee contributions$1,039,598
Employer contribution per active participant$1,750
Average account balance$85,579
Benefits paid to participants$765,105
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 154 accts · $304K emplr
2023$10.6M · 147 accts · $252K emplr
2022$8.6M · 135 accts · $210K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,378
Total administrative$63,378
The Associations International, LLC 401(k) match · 2024
Employer contribution per active participant$1,750
Median for plans this size$2,416
2024$1,750 per active participant
2023$1,527 per active participant
2022$1,468 per active participant

Associations International, 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 · 20244
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$27,393
MCGREGOR & ASSOCIATES, INC · Recordkeeping · Loan processing$1,440
RAYMOND JAMES AND ASSOCIATES INC · Investment advisory (plan)indirect comp
DEAN DORTON ALLEN FORD PLLC · Accounting / auditindirect comp

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

Recordkeeper by year2
2024MCGREGOR & ASSOCIATES, INC, Transamerica
2023MCGREGOR & ASSOCIATES, INC, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$63,378 · 0.53%
2023$63,539 · 0.66%
2022$44,918 · 0.51%
Same employer
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Boehl Stopher & Graves, LLP KY$17.4M · 0.23%
Certilytics, Inc. KY$14.1M · 0.29%
Doe-Anderson, Inc. KY$13.8M · 0.02%
Alliant Technologies LLC KY$13.6M · 0.59%
Hughes & Coleman PLLC KY$10.5M · 0.52%
Justice Av Solutions KY$10.1M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274849171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.