Plan Ledger DOL Form 5500 · updated monthly

Envision Aesc US, LLC401(k)

ENVISION AESC US, LLC 401(K) PLAN · SMYRNA, TN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Envision Aesc US, LLC reported $40,775 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,122 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 fell from 0.56% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 418th-largest of 1,496 plans among Tennessee employers on file, and the 4,497th of 13,661 in manufacturing. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 288 to 799 since 2022.

Plan summary
Net assets, end of year$29,932,244
Participants with balances1,018
Active participants799
Employer contributions$4,092,457
Employee contributions$4,346,178
Employer contribution per active participant$5,122
Average account balance$29,403
Benefits paid to participants$2,388,920
Plan auditUnmodified (clean) audit opinion
AuditorCOKER AND COMPANY,LLC
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 1,018 accts · $4.1M emplr
2023$20.1M · 659 accts · $3.2M emplr
2022$10.0M · 420 accts · $1.3M emplr
The Envision Aesc US, LLC 401(k) match · 2024
Employer contribution per active participant$5,122
Median for plans this size$2,416
2024$5,122 per active participant
2023$6,241 per active participant
2022$4,411 per active participant

Envision Aesc US, LLC'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 · 20249
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$163,303
DIMENSIONAL FUNDS · Investment managementindirect comp
PRUDENTIAL JENNISON · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp
EAGLEASSET · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp
INVESCO · Investment managementindirect comp
PRINCIPAL FUNDS · Investment managementindirect comp
AMERICAN 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

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Administrative cost history3
2024$40,775 · 0.16%
2023$73,085 · 0.49%
2022$55,632 · 0.56%
Similar plansManufacturing · Tennessee
Hunter Fan Company TN$30.8M · 0.37%
Tennsco, LLC TN$30.7M · 0.01%
Team Technologies, Inc. TN$30.3M · 0.30%
Wegmann Automotive USA Inc. TN$30.0M · 0.02%
Sumiriko Tennessee, Inc. TN$29.8M · 0.05%
Red Collar Pet Foods, Inc. TN$29.3M · 0.31%
Sl America Corporation TN$27.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352605044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.