Plan Ledger DOL Form 5500 · updated monthly

Alk-Abello, Inc.401(k)

ALK 401(K) PLAN · ROUND ROCK, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Alk-Abello, Inc. reported $167,041 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,097 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 0.26% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 789th-largest of 5,688 plans among Texas employers on file, and the 2,319th of 13,661 in manufacturing. In 2024, employees put in $1.15 for every $1.00 the employer contributed; active participation has grown from 492 to 569 since 2022.

Plan summary
Net assets, end of year$76,095,864
Participants with balances737
Active participants569
Employer contributions$3,468,978
Employee contributions$3,987,889
Employer contribution per active participant$6,097
Average account balance$103,251
Benefits paid to participants$4,645,055
Plan auditUnmodified (clean) audit opinion
AuditorBAUER AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$76.1M · 737 accts · $3.5M emplr
2023$62.9M · 697 accts · $3.1M emplr
2022$52.7M · 652 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,669
Investment management$79,372
Total administrative$167,041
The Alk-Abello, Inc. 401(k) match · 2024
Employer contribution per active participant$6,097
Median for plans this size$3,635
2024$6,097 per active participant
2023$5,858 per active participant
2022$6,051 per active participant

Alk-Abello, 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$87,669
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$65,119
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,253

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

Administrative cost history3
2024$167,041 · 0.24%
2023$114,163 · 0.20%
2022$146,753 · 0.26%
Same employer
Similar plansManufacturing · Texas
Coreslab Holdings US, Inc. TX$79.1M · 0.14%
Koerber Supply Chain LLC TX$79.1M · 0.07%
Orion Engineered Carbons TX$77.6M · 0.09%
Madix, Inc. TX$72.9M · 0.30%
Dzs Inc. TX$72.8M · 0.02%
Thermon, Inc. TX$70.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363285439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.