Plan Ledger DOL Form 5500 · updated monthly

Alco Investment Company401(k)

ALASKAN COPPER 401K PLAN AND TRUST · SEATTLE, WA · plan year 2019

Reported admin expense ratio · 2019
0.30%

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

Alco Investment Company reported $43,918 in plan administrative expenses for 2019: 0.30% of average plan assets, above the peer median. Employer contributions averaged $375 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 $10M–$50M size bracket, benchmarked here against 68 comparable plans and shown alongside other wholesale trade employers. By assets it is the 840th-largest of 1,714 plans among Washington employers on file, and 2,350th of 4,246 in wholesale trade. In 2019, employees put in $10.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,148,686
Participants with balances—
Active participants186
Employer contributions$69,735
Employee contributions$726,647
Employer contribution per active participant$375
Average account balance—
Benefits paid to participants$1,525,714
Plan auditQualified audit opinion
AuditorRSM US LLP
Administrative expenses, itemized · 2019
Recordkeeping & contract admin$43,918
Total administrative$43,918
The Alco Investment Company 401(k) match · 2019
Employer contribution per active participant$375
Median for plans this size$1,489

Alco Investment Company's 2019 employer contribution ran below the $1,489 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2019$43,918 · 0.30%
Same employer
Similar plansWholesale Trade · Washington
The Peterson Company WA$15.9M · 0.28%
Yakima Chief Hops, Inc WA$15.5M · 0.09%
Gamus LLC WA$14.6M · 0.10%
Western Materials, Inc. WA$14.2M · 0.05%
The Box Maker WA$14.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910677307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.