Plan Ledger DOL Form 5500 · updated monthly

A.L.M. Holding Company401(k)

SECURITY RETIREMENT PLAN · ONALASKA, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

A.L.M. Holding Company reported $61,232 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,617 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 0.03% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 98th-largest of 1,936 plans among Wisconsin employers on file, and the 217th of 5,337 in construction. In 2024, the employer put in $1.63 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$327,537,922
Participants with balances1,077
Active participants866
Employer contributions$13,524,482
Employee contributions$8,295,074
Employer contribution per active participant$15,617
Average account balance$304,121
Benefits paid to participants$31,337,773
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$327.5M · 1,077 accts · $13.5M emplr
2023$294.8M · 1,101 accts · $11.8M emplr
2022$251.9M · 1,072 accts · $10.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,253
Investment management$20,979
Total administrative$61,232
The A.L.M. Holding Company 401(k) match · 2024
Employer contribution per active participant$15,617
Median for plans this size$4,294
2024$15,617 per active participant
2023$13,717 per active participant
2022$13,000 per active participant

A.L.M. Holding Company's 2024 employer contribution ran above the $4,294 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,979

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$61,232 · 0.02%
2023$41,154 · 0.02%
2022$90,057 · 0.03%
All plans at this employer2
SECURITY RETIREMENT PLAN401(k)
CONSOLIDATED RETIREMENT PLAN401(k)
Same employer
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Green Bay Electrical Workers WI$176.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200520252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.