Plan Ledger DOL Form 5500 · updated monthly

Alianza, Inc.401(k)

ALIANZA 401K PLAN · PLEASANT GROVE, UT · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Alianza, Inc. reported $24,186 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,227 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 0.00% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Utah (451st of 848), and 2,858th of 4,246 in wholesale trade. In 2024, employees put in $3.12 for every $1.00 the employer contributed; active participation has grown from 128 to 145 since 2022.

Plan summary
Net assets, end of year$10,376,825
Participants with balances180
Active participants145
Employer contributions$467,893
Employee contributions$1,461,090
Employer contribution per active participant$3,227
Average account balance$57,649
Benefits paid to participants$524,459
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 180 accts · $468K emplr
2023$7.8M · 177 accts · $447K emplr
2022$5.0M · 142 accts · $28K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,977
Investment management$209
Total administrative$24,186
The Alianza, Inc. 401(k) match · 2024
Employer contribution per active participant$3,227
Median for plans this size$1,313
2024$3,227 per active participant
2023$3,217 per active participant
2022$217 per active participant

Alianza, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
ADP, INC. · Loan processing · Recordkeeping$24,186

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$24,186 · 0.27%
2023$15,810 · 0.25%
2022$125 · 0.00%
Same employer
Similar plansWholesale Trade · Utah
Midwest Office Inc. UT$12.1M · 0.38%
Maggie Sottero Designs, LLC UT$11.4M · 0.35%
Spandex Holdings Utah, LLC UT$11.3M · 0.55%
Group Rossignol USA, Inc. UT$10.0M · 0.01%
American Crafts, LLC UT$8.6M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043818230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.