Plan Ledger DOL Form 5500 · updated monthly

Aljsco Management LLC.401(k)

ALJSCO MANAGEMENT LLC. 401K PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Aljsco Management LLC. reported $80,495 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,005 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 3 years on file its reported administrative ratio has held roughly steady near 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 357th-largest of 871 plans among Kentucky employers on file, and the 398th of 2,240 in accommodation & food services. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 427 to 513 since 2022.

Plan summary
Net assets, end of year$15,409,573
Participants with balances801
Active participants513
Employer contributions$515,761
Employee contributions$1,240,419
Employer contribution per active participant$1,005
Average account balance$19,238
Benefits paid to participants$3,147,052
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 801 accts · $516K emplr
2023$15.4M · 525 accts · $427K emplr
2022$13.1M · 465 accts · $355K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,689
Investment management$30,806
Total administrative$80,495
The Aljsco Management LLC. 401(k) match · 2024
Employer contribution per active participant$1,005
Median for plans this size$2,416
2024$1,005 per active participant
2023$898 per active participant
2022$832 per active participant

Aljsco Management LLC.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$49,689
ROBERT W. BAIRD & CO. · Investment advisory (plan)$30,806
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$80,495 · 0.52%
2023$67,398 · 0.47%
2022$72,260 · 0.50%
Similar plansAccommodation & Food Services · Kentucky
Crestview Management LLC KY$93.5M · 0.12%
Manna, Inc. KY$29.6M · 0.26%
Malones Holding LLC KY$13.1M · 0.36%
Musselman Hotels, LLC KY$9.9M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823603886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.