Asm Global 401(k) Review & Grade
Asm Global Retirement & Savings Plan
West Conshohocken, PAArts, Entertainment & Recreation7,166 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$1,130Employer $ per active participant
$3,184Employee $ saved per active participant
0.06%Direct admin cost, % of plan assets
$336.8MNet plan assets, end of year
$38,944Average balance per account
Score breakdown
- Employer generosity26.5 / 5053th percentile for employer $ per participant
- Low cost17.9 / 2572th percentile for low admin cost vs. same-size plans
- Employee saving7.9 / 1553th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score52 / 100 · Grade C
This plan vs. peers
Peers: Arts, Entertainment & Recreation plans with 2,500–9,999 active participants (35 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 53th |
| Lower admin cost | 72th |
| Employee saving | 53th |
| Peers that auto-enroll | 43% |
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Red flags from the filing
Corrective distributions: the plan refunded $50,371 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Asm Global put in about $1,130 per active participant, more than the typical peer ($1,107). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $8,098,731 |
| Participant (employee) contributions | $22,819,958 |
| Other contributions (incl. rollovers in) | $3,193,150 |
| Administrative expenses paid from the plan | $198,742 |
| Contract administrator fees | $600 |
| Investment advisory & management fees | $64,026 |
| Other admin expenses | $39,820 |
| Benefits paid out | $43,097,177 |
| Net assets, start / end of year | $297.5M / $336.8M |
| Active participants, start / end of year | 7,514 / 6,818 |
| Participants with account balances | 8,649 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Pricewaterhousecoopers LLP |
Largest service providers (Schedule C)
| Strategic Advisors, Inc. | $64,026 reported compensation |
| Fidelity Investments Institutional | $52,171 reported compensation |
| Pricewaterhousecoopers LLP | $42,850 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251014092525NAL0002500369001, received 2025-10-14, EIN 23-2511871, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.