Plan Ledger DOL Form 5500 · updated monthly

Alignment Healthcare USA, LLC401(k)

ALIGNMENT HEALTHCARE USA, LLC 401(K) PLAN · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Alignment Healthcare USA, LLC reported $109,418 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $3,100 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 0.37% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,532nd-largest of 9,483 plans among California employers on file, and the 1,462nd of 4,798 in finance & insurance. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 906 to 1,318 since 2022.

Plan summary
Net assets, end of year$59,785,092
Participants with balances1,094
Active participants1,318
Employer contributions$4,086,350
Employee contributions$8,138,562
Employer contribution per active participant$3,100
Average account balance$54,648
Benefits paid to participants$5,033,280
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHEC(K)CPA S LLC
Plan history3
Yearassets · accounts · employer contribution
2024$59.8M · 1,094 accts · $4.1M emplr
2023$45.4M · 967 accts · $3.6M emplr
2022$29.9M · 759 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,418
Total administrative$109,418
The Alignment Healthcare USA, LLC 401(k) match · 2024
Employer contribution per active participant$3,100
Median for plans this size$3,635
2024$3,100 per active participant
2023$2,860 per active participant
2022$3,064 per active participant

Alignment Healthcare USA, LLC's 2024 employer contribution ran below 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
ADP, INC. · Loan processing · Recordkeeping$109,417
ADP BROKER-DEALER · Other servicesindirect comp

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$109,418 · 0.21%
2023$121,839 · 0.32%
2022$106,926 · 0.37%
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Trico Bancshares CA$59.2M · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 465586875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.