Plan Ledger DOL Form 5500 · updated monthly

Allegheny Financial Group401(k)

ALLEGHENY FINANCIAL GROUP, LTD. 401(K) PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Allegheny Financial Group reported $300 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,250 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 973rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,994th of 4,798 in finance & insurance. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,248,788
Participants with balances130
Active participants98
Employer contributions$1,004,463
Employee contributions$1,146,081
Employer contribution per active participant$10,250
Average account balance$301,914
Benefits paid to participants$1,172,879
Plan auditUnmodified (clean) audit opinion
AuditorS.R. SNODGRASS, P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$300
Total administrative$300
The Allegheny Financial Group 401(k) match · 2024
Employer contribution per active participant$10,250
Median for plans this size$2,416

Allegheny Financial Group's 2024 employer contribution ran above the $2,416 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 · 20246
KLINE KEPPEL & KORYAK PC · Contract administrator$912
EMPOWER FINANCIAL SERVICES, INC · Securities brokerage$50

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

Administrative cost history1
2024$300 · 0.00%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Henderson Brothers, Inc. PA$40.2M · 0.20%
Diamond Credit Union PA$39.7M · 0.04%
Tandigm Health, LLC PA$39.3M · 0.31%
Acnb Bank PA$38.2M · 0.09%
Qnb Corp. PA$37.1M
Andesa Services PA$34.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251307896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.