Plan Ledger DOL Form 5500 · updated monthly

Allard Nazarian Group, Inc.401(k)

ALLARD NAZARIAN GROUP, INC. 401(K) SAVINGS PLAN · MANCHESTER, NH · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Allard Nazarian Group, Inc. reported $55,794 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,466 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 0.63% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New Hampshire (227th of 411), and 7,870th of 13,661 in manufacturing. In 2024, employees put in $3.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,513,039
Participants with balances151
Active participants157
Employer contributions$230,146
Employee contributions$843,665
Employer contribution per active participant$1,466
Average account balance$82,868
Benefits paid to participants$792,114
Plan auditUnmodified (clean) audit opinion
AuditorE.J. CALLAHAN & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 151 accts · $230K emplr
2023$10.7M · 141 accts · $145K emplr
2022$9.1M · 131 accts · $117K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,574
Investment management$28,720
Total administrative$55,794
The Allard Nazarian Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,466
Median for plans this size$2,416
2024$1,466 per active participant
2023$969 per active participant
2022$780 per active participant

Allard Nazarian Group, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
COMMONWEALTH EQUITY SERVICES LLC DB · Investment advisory (plan)$27,661
ALLARD NAZARIAN GROUP INC$12,500
EMPOWER ADVISORY GROUP, LLC · Investment management$1,060

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$55,794 · 0.48%
2023$52,604 · 0.53%
2022$58,450 · 0.63%
Same employer
Similar plansManufacturing · New Hampshire
Cirtronics Corporation NH$16.3M · 0.48%
Canam Bridges US Inc NH$15.3M · 0.13%
Diacom Corporation NH$12.2M · 0.35%
Concrete Systems, Inc. NH$11.9M · 0.46%
Uni-Cast NH$11.9M · 0.27%
Lew a. Cummings Co., Inc. NH$10.7M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020364963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.