Plan Ledger DOL Form 5500 · updated monthly

Aweber Systems, Inc.401(k)

AWEBER SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST · CHALFONT, PA · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

Aweber Systems, Inc. reported $4,784 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,833 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 3 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,511th-largest of 3,651 plans among Pennsylvania employers on file, and the 5,451st of 11,654 in professional & technical services. In 2025, employees put in $1.41 for every $1.00 the employer contributed; active participation has shrunk from 64 to 53 since 2022.

Plan summary
Net assets, end of year$20,604,636
Participants with balances127
Active participants53
Employer contributions$468,142
Employee contributions$660,523
Employer contribution per active participant$8,833
Average account balance$162,241
Benefits paid to participants$991,798
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP CPA'S PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$20.6M · 127 accts · $468K emplr
2024$17.7M · 135 accts · $325K emplr
2023$15.7M · 145 accts · $443K emplr
2022$12.9M · 165 accts · $487K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,784
Total administrative$4,784
The Aweber Systems, Inc. 401(k) match · 2025
Employer contribution per active participant$8,833
Median for plans this size$2,666
2025$8,833 per active participant
2024$5,002 per active participant
2023$7,140 per active participant
2022$7,612 per active participant

Aweber Systems, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,784
PRINCIPAL SECURITIES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$4,784 · 0.02%
2024$5,093 · 0.03%
2023$5,226 · 0.04%
2022$4,524 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Greenphire, LLC PA$21.6M · 0.04%
Saxton & Stump, LLC PA$21.5M · 0.40%
O'Donnell & Naccarato, Inc. PA$21.5M · 0.45%
Kierantimberlake. LLC PA$20.3M · 0.38%
Rj Lee Group, Inc. PA$19.9M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233023367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.