Plan Ledger DOL Form 5500 · updated monthly

Azelis Americas, LLC401(k)

AZELIS AMERICAS, LLC 401(K) RETIREMENT PLAN · STERLING, MA · plan year 2025

Reported admin expense ratio · 2025
0.10%

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

Azelis Americas, LLC reported $102,361 in plan administrative expenses for 2025: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,286 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 rose from 0.02% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other wholesale trade employers. By assets it is the 412th-largest of 2,726 plans among Massachusetts employers on file, and the 391st of 4,246 in wholesale trade. In 2025, employees put in $2.40 for every $1.00 the employer contributed; active participation has grown from 497 to 588 since 2022.

Plan summary
Net assets, end of year$106,510,547
Participants with balances757
Active participants588
Employer contributions$2,519,981
Employee contributions$6,051,899
Employer contribution per active participant$4,286
Average account balance$140,701
Benefits paid to participants$12,294,123
Plan auditUnmodified (clean) audit opinion
AuditorCARON AND BLETZER PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$106.5M · 757 accts · $2.5M emplr
2024$92.2M · 722 accts · $2.3M emplr
2023$86.4M · 716 accts · $2.3M emplr
2022$62.7M · 602 accts · $1.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$77,134
Investment management$23,127
Audit (IQPA)$2,100
Total administrative$102,361
The Azelis Americas, LLC 401(k) match · 2025
Employer contribution per active participant$4,286
Median for plans this size$4,093
2025$4,286 per active participant
2024$3,640 per active participant
2023$3,916 per active participant
2022$3,829 per active participant

Azelis Americas, LLC's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$23,127
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$102,361 · 0.10%
2024$84,521 · 0.09%
2023$15,923 · 0.02%
2022$12,531 · 0.02%
Same employer
Similar plansWholesale Trade · Massachusetts
Rsa Security LLC MA$213.8M · 0.06%
Excelitas Technologies MA$173.7M · 0.11%
Southworth-Milton Inc MA$156.8M · 0.12%
Puma North America, Inc. MA$129.6M · 0.16%
Sobi, Inc MA$94.8M · 0.01%
Heilind Electronics, Inc. MA$68.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043451988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.