Plan Ledger DOL Form 5500 · updated monthly

Alert 360 Opco, Inc.401(k)

ALERT 360 401(K) RETIREMENT PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Alert 360 Opco, Inc. reported $27,849 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,312 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 1 year on file its reported administrative ratio rose from 0.08% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 187th-largest of 724 plans among Oklahoma employers on file, and the 825th of 2,199 in information & media. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,815,018
Participants with balances526
Active participants1,011
Employer contributions$1,326,634
Employee contributions$2,013,393
Employer contribution per active participant$1,312
Average account balance$52,880
Benefits paid to participants$4,261,558
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$27.8M · 526 accts · $1.3M emplr
2023$25.0M · 538 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,007
Investment management$4,842
Total administrative$27,849
The Alert 360 Opco, Inc. 401(k) match · 2024
Employer contribution per active participant$1,312
Median for plans this size$2,416
2024$1,312 per active participant
2023$1,380 per active participant

Alert 360 Opco, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,007

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

Administrative cost history2
2024$27,849 · 0.11%
2023$15,351 · 0.08%
Same employer
Similar plansInformation & Media · Oklahoma
Sagenet LLC OK$69.4M · 0.13%
Griffin Television Okc, LLC OK$62.9M · 0.20%
Tenstreet, LLC OK$15.9M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853194806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.