Plan Ledger DOL Form 5500 · updated monthly

Allata, LLC401(k)

ALLATA, LLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Allata, LLC reported $57,253 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,465 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 0.96% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,455th of 5,688), and 8,798th of 11,654 in professional & technical services. In 2024, employees put in $4.49 for every $1.00 the employer contributed; active participation has shrunk from 147 to 106 since 2022.

Plan summary
Net assets, end of year$7,667,893
Participants with balances131
Active participants106
Employer contributions$261,299
Employee contributions$1,173,569
Employer contribution per active participant$2,465
Average account balance$58,534
Benefits paid to participants$683,591
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 131 accts · $261K emplr
2023$6.0M · 126 accts · $606K emplr
2022$3.4M · 140 accts · $588K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,253
Total administrative$57,253
The Allata, LLC 401(k) match · 2024
Employer contribution per active participant$2,465
Median for plans this size$1,313
2024$2,465 per active participant
2023$4,298 per active participant
2022$3,997 per active participant

Allata, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
JOHN HANCOCK USA · Recordkeeping · Investment management$900

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$57,253 · 0.84%
2023$42,877 · 0.92%
2022$26,986 · 0.96%
Same employer
Similar plansProfessional & Technical Services · Texas
Gunfire Games, LLC TX$7.8M · 0.03%
Welltec, Inc. TX$7.7M · 0.45%
Prosource.It, LTD. TX$7.6M · 0.58%
Elm Street Technology LLC TX$7.5M · 0.70%
Datamars, Inc. TX$7.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472278486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.