Plan Ledger DOL Form 5500 · updated monthly

Aledade, Inc.401(k)

ALEDADE 401(K) SAVINGS AND INVESTMENT PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Aledade, Inc. reported $219,341 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,444 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 0.34% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 177th-largest of 1,671 plans among Maryland employers on file, and the 1,533rd of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 1,263 to 1,574 since 2022.

Plan summary
Net assets, end of year$98,470,572
Participants with balances1,866
Active participants1,574
Employer contributions$6,994,078
Employee contributions$14,494,529
Employer contribution per active participant$4,444
Average account balance$52,771
Benefits paid to participants$9,643,252
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.5M · 1,866 accts · $7.0M emplr
2023$63.5M · 1,680 accts · $5.9M emplr
2022$37.1M · 1,294 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,253
Investment management$115,088
Total administrative$219,341
The Aledade, Inc. 401(k) match · 2024
Employer contribution per active participant$4,444
Median for plans this size$3,635
2024$4,444 per active participant
2023$4,405 per active participant
2022$3,246 per active participant

Aledade, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$119,140
USI ADVISORS INC · Investment management$100,000

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$219,341 · 0.27%
2023$164,964 · 0.33%
2022$108,446 · 0.34%
Same employer
Similar plansProfessional & Technical Services · Maryland
A.I. Solutions, Inc. MD$101.5M · 0.10%
Human Resources, Inc. MD$99.4M · 0.71%
Precise Systems, Inc. MD$98.2M · 0.31%
Bigbear.Ai, LLC MD$96.4M · 0.14%
The Mil Corporation MD$90.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465417350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.