Plan Ledger DOL Form 5500 · updated monthly

Allan Bros, Inc.401(k)

ALLAN BROS, INC. 401(K) PLAN AND TRUST · NACHES, WA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Allan Bros, Inc. reported $79,642 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,133 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 0.37% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 641st-largest of 1,714 plans among Washington employers on file, and the 216th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has grown from 637 to 765 since 2022.

Plan summary
Net assets, end of year$22,316,371
Participants with balances966
Active participants765
Employer contributions$866,721
Employee contributions$1,473,083
Employer contribution per active participant$1,133
Average account balance$23,102
Benefits paid to participants$1,458,068
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.3M · 966 accts · $867K emplr
2023$19.0M · 960 accts · $862K emplr
2022$15.2M · 916 accts · $800K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,649
Investment management$51,993
Total administrative$79,642
The Allan Bros, Inc. 401(k) match · 2024
Employer contribution per active participant$1,133
Median for plans this size$2,416
2024$1,133 per active participant
2023$1,281 per active participant
2022$1,256 per active participant

Allan Bros, Inc.'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
RBC · Recordkeeping · Trustee$51,993
ADP, INC. · Recordkeeping$27,649
ADP BROKER-DEALERindirect 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, RBC
2023ADP, RBC

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

Administrative cost history3
2024$79,642 · 0.39%
2023$65,009 · 0.38%
2022$59,301 · 0.37%
Same employer
Similar plansAgriculture, Forestry & Fishing · Washington
Skagit Farmers Supply WA$30.9M · 0.21%
McDougall and Sons, Inc. WA$29.2M · 0.39%
Ritzville Warehouse Company WA$26.8M · 0.22%
Vaagen Bros Lumber Inc WA$22.9M · 0.38%
Wyckoff Farms, Inc. WA$19.8M · 0.38%
Oneonta Trading Corporation WA$19.4M · 0.40%
Aero-Flite, Inc. WA$18.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910754316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.