Plan Ledger DOL Form 5500 · updated monthly

Ata Aerospace, LLC.401(k)

ATA AEROSPACE, LLC 401(K) RETIREMENT PLAN · ROCKVILLE, MD · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Ata Aerospace, LLC. reported $12,741 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,772 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 0.06% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 664th-largest of 1,671 plans among Maryland employers on file, and the 5,676th of 11,654 in professional & technical services. In 2023, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,372,433
Participants with balances178
Active participants22
Employer contributions$104,978
Employee contributions$160,487
Employer contribution per active participant$4,772
Average account balance$108,834
Benefits paid to participants$6,370,865
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$17.3M · 145 accts
2023$19.4M · 178 accts · $105K emplr
The Ata Aerospace, LLC. 401(k) match · 2023
Employer contribution per active participant$4,772
Median for plans this size$2,440

Ata Aerospace, LLC.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$3,480
COHEN & STEERS FUNDS · Investment managementindirect 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
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history2
2024$26,367 · 0.14%
2023$12,741 · 0.06%
Similar plansProfessional & Technical Services · Maryland
Rbr-Technologies, Inc. MD$19.6M · 0.50%
Bioqual, Inc. MD$19.5M · 0.03%
Maxcyte, Inc. MD$19.2M · 0.22%
Reli Group, Inc. MD$19.2M · 0.66%
Summit Group, LLC MD$18.9M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205672118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.