Plan Ledger DOL Form 5500 · updated monthly

Alchera Incorporated401(k)

ALCHERA INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST · WALNUT CREEK, CA · plan year 2022

Reported admin expense ratio · 2022
0.84%

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

Alchera Incorporated reported $4,580 in plan administrative expenses for 2022: 0.84% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,983rd of 9,483), and 11,366th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$669,918
Participants with balances77
Active participants163
Employer contributions$0
Employee contributions$315,101
Employer contribution per active participant$0
Average account balance$8,700
Benefits paid to participants$43,956
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS, CPAS, INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,347
Investment management$233
Total administrative$4,580
The Alchera Incorporated 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Alchera Incorporated's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,580 · 0.84%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 274335808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.