Plan Ledger DOL Form 5500 · updated monthly

A.L. George LLC401(k)

A.L. GEORGE LLC. 401(K) SALARY SAVINGS PLAN · LIVERPOOL, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

A.L. George LLC reported $7,846 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $964 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 1 year on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (2,872nd of 5,648), and 2,290th of 4,246 in wholesale trade. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 213 to 240 since 2022.

Plan summary
Net assets, end of year$15,829,609
Participants with balances211
Active participants240
Employer contributions$231,330
Employee contributions$646,926
Employer contribution per active participant$964
Average account balance$75,022
Benefits paid to participants$2,531,878
Plan auditUnmodified (clean) audit opinion
AuditorPIAKER & LYONS
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 211 accts · $231K emplr
2023$15.7M · 202 accts · $212K emplr
2022$14.1M · 200 accts · $183K emplr
Administrative expenses, itemized · 2024
Investment management$7,846
Total administrative$7,846
The A.L. George LLC 401(k) match · 2024
Employer contribution per active participant$964
Median for plans this size$2,416
2024$964 per active participant
2023$886 per active participant
2022$857 per active participant

A.L. George LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$38,001
PIAKER & LYONS PC · Accounting / audit$11,950
EMPOWER ADVISORY GROUP, LLC · Investment management$1,501

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

Administrative cost history3
2024$7,846 · 0.05%
2023$6,591 · 0.04%
2022Not separately reported
Same employer
Similar plansWholesale Trade · New York
Enchante Accessories, Inc. NY$16.2M · 0.11%
B & F Electric Motors, Inc. NY$15.9M · 0.22%
Twos Company, Inc. NY$15.8M · 0.01%
Index Exchange USA, LLC NY$15.7M · 0.46%
Leonard Bus Sales, Inc. NY$15.7M · 0.37%
Wm. B. Morse Lumber Co. NY$15.5M · 0.42%
Jacmel Jewelry, Inc. NY$15.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161613705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.