Plan Ledger DOL Form 5500 · updated monthly

The Azek Group LLC401(k)

THE AZEK COMPANY 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

The Azek Group LLC reported $315,262 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,052 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 0.52% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 520th-largest of 3,702 plans among Illinois employers on file, and the 1,780th of 13,661 in manufacturing. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 1,609 to 2,062 since 2022.

Plan summary
Net assets, end of year$109,862,794
Participants with balances2,531
Active participants2,062
Employer contributions$6,294,072
Employee contributions$13,004,350
Employer contribution per active participant$3,052
Average account balance$43,407
Benefits paid to participants$17,932,851
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.9M · 2,531 accts · $6.3M emplr
2023$92.4M · 2,303 accts · $4.9M emplr
2022$68.3M · 1,951 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$225,717
Investment management$89,545
Total administrative$315,262
The The Azek Group LLC 401(k) match · 2024
Employer contribution per active participant$3,052
Median for plans this size$3,635
2024$3,052 per active participant
2023$2,887 per active participant
2022$2,695 per active participant

The Azek Group LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$178,129
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$89,351
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$44,067

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$315,262 · 0.31%
2023$321,204 · 0.40%
2022$368,082 · 0.52%
Same employer
Similar plansManufacturing · Illinois
Arjo Inc. IL$112.6M · 0.07%
Newly Weds Food, Inc. IL$111.3M · 0.07%
Titan International, Inc. IL$108.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202779385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.