Plan Ledger DOL Form 5500 · updated monthly

Ideal Aerosmith, Inc.401(k)

IDEAL AEROSMITH, INC. 401(K) RETIREMENT PLAN · GRAND FORKS, ND · plan year 2025

Reported admin expense ratio · 2025
0.32%

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

Ideal Aerosmith, Inc. reported $61,423 in plan administrative expenses for 2025: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,846 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 0.34% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 113th-largest of 279 plans among North Dakota employers on file, and the 5,751st of 13,661 in manufacturing. In 2025, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 112 to 184 since 2022.

Plan summary
Net assets, end of year$20,982,239
Participants with balances182
Active participants184
Employer contributions$707,699
Employee contributions$1,356,830
Employer contribution per active participant$3,846
Average account balance$115,287
Benefits paid to participants$1,932,869
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$21.0M · 182 accts · $708K emplr
2024$17.8M · 169 accts · $553K emplr
2023$14.7M · 133 accts · $307K emplr
2022$12.8M · 130 accts · $275K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$33,559
Investment management$27,864
Total administrative$61,423
The Ideal Aerosmith, Inc. 401(k) match · 2025
Employer contribution per active participant$3,846
Median for plans this size$2,666
2025$3,846 per active participant
2024$3,662 per active participant
2023$2,557 per active participant
2022$2,454 per active participant

Ideal Aerosmith, Inc.'s 2025 employer contribution ran above the $2,666 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 · 20253
USI ADVISORS INC · Investment advisory (plan)$15,000
EMPOWER ADVISORY GROUP, LLC · Investment management$12,864

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$61,423 · 0.32%
2024$43,735 · 0.27%
2023$39,899 · 0.29%
2022$45,998 · 0.34%
Same employer
Similar plansManufacturing · North Dakota
Baker Boy, Inc. ND$23.1M · 0.20%
Newman Signs, Inc. ND$21.6M · 0.24%
Red River Commodities, Inc. ND$20.7M · 0.27%
Dacotah Paper Company ND$19.5M · 0.38%
Korber Pharma, Inc. ND$18.6M · 0.28%
Weisgram Metal Fab, Inc. ND$17.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830264918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.