Plan Ledger DOL Form 5500 · updated monthly

Alan Ritchey, Inc.401(k)

ALAN RITCHEY, INC. EMPLOYEE PROFIT SHARING PLAN · VALLEY VIEW, TX · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Alan Ritchey, Inc. reported $55,874 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $0 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 rose from 0.08% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,920th-largest of 5,688 plans among Texas employers on file, and the 699th of 2,677 in transportation & warehousing. active participation has shrunk from 1,012 to 619 since 2022.

Plan summary
Net assets, end of year$21,723,345
Participants with balances761
Active participants619
Employer contributions$0
Employee contributions$1,631,787
Employer contribution per active participant$0
Average account balance$28,546
Benefits paid to participants$3,233,169
Plan auditUnmodified (clean) audit opinion
AuditorKHA ACCOUNTANTS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 761 accts
2023$20.6M · 1,056 accts
2022$19.9M · 1,057 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,874
Total administrative$55,874
The Alan Ritchey, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Alan Ritchey, Inc.'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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$55,899

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$55,874 · 0.26%
2023$59,422 · 0.29%
2022$17,829 · 0.08%
Same employer
Similar plansTransportation & Warehousing · Texas
Wilhelmsen Ships Service TX$23.6M · 0.23%
Fracht Fwo Inc. TX$23.1M · 0.12%
W&B Service Company, L.P. TX$22.8M · 0.49%
Excelerate Energy LP TX$20.9M · 0.02%
Signet Maritime Corporation TX$20.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751623377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.