Plan Ledger DOL Form 5500 · updated monthly

Aui, Inc.401(k)

AUI, INC. 401(K) PROFIT SHARING PLAN · ALBUQUERQUE, NM · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Aui, Inc. reported $139,950 in plan administrative expenses for 2024: 0.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $8,496 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 0.64% to 0.73%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 86th-largest of 290 plans among New Mexico employers on file, and the 2,008th of 5,337 in construction. In 2024, the employer put in $2.90 for every $1.00 employees contributed themselves; active participation has grown from 266 to 327 since 2022.

Plan summary
Net assets, end of year$20,128,014
Participants with balances352
Active participants327
Employer contributions$2,778,067
Employee contributions$958,824
Employer contribution per active participant$8,496
Average account balance$57,182
Benefits paid to participants$4,271,028
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 352 accts · $2.8M emplr
2023$18.3M · 276 accts · $2.2M emplr
2022$15.9M · 298 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,492
Investment management$46,458
Total administrative$139,950
The Aui, Inc. 401(k) match · 2024
Employer contribution per active participant$8,496
Median for plans this size$2,416
2024$8,496 per active participant
2023$8,858 per active participant
2022$8,748 per active participant

Aui, Inc.'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 · 20243
JOHN HANCOCK USA · Recordkeeping · Investment management$23,883
RBC CAPITAL MARKETS LLC · Investment advisory (participants)$46,458
PENSION PLANNING CONSULTANTS, INC. · Claims processing · Contract administrator$9,100

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$139,950 · 0.73%
2023$120,901 · 0.71%
2022$118,113 · 0.64%
Same employer
Similar plansConstruction · New Mexico
Tlc Company, Inc. NM$22.8M · 0.09%
B & D Industries, Inc. NM$15.7M · 0.36%
Hb Administration, Inc. NM$13.3M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850341049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.