Plan Ledger DOL Form 5500 · updated monthly

Allegiance Crane & Equipment, LLC401(k)

ALLEGIANCE CRANE & EQUIPMENT, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Allegiance Crane & Equipment, LLC reported $94,634 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,522 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 3 years on file its reported administrative ratio has held roughly steady near 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,082nd-largest of 5,688 plans among Texas employers on file, and the 2,075th of 5,337 in construction. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,277,098
Participants with balances280
Active participants442
Employer contributions$1,114,828
Employee contributions$2,071,224
Employer contribution per active participant$2,522
Average account balance$68,847
Benefits paid to participants$2,390,906
Plan auditUnmodified (clean) audit opinion
AuditorRYAN + MANN LLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 280 accts · $1.1M emplr
2023$16.2M · 271 accts · $1.1M emplr
2022$8.7M · 246 accts · $772K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,634
Total administrative$94,634
The Allegiance Crane & Equipment, LLC 401(k) match · 2024
Employer contribution per active participant$2,522
Median for plans this size$2,416
2024$2,522 per active participant
2023$2,767 per active participant
2022$1,870 per active participant

Allegiance Crane & Equipment, LLC's 2024 employer contribution ran above 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
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$31,552
NOVA 401(K) ASSOCIATES, INC. · Recordkeeping · Loan processing$11,475
RAYMOND JAMES FINANCIAL SERVICES IN · Investment advisory (plan)$31,911
LPL FINANCIAL CORPORATION · Investment advisory (plan)$5,799

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

Recordkeeper by year2
2024NOVA 401(K) ASSOCIATES, INC., Transamerica
2023NOVA 401(K) ASSOCIATES, INC., Transamerica

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Administrative cost history3
2024$94,634 · 0.53%
2023$76,804 · 0.62%
2022$50,050 · 0.56%
Same employer
Similar plansConstruction · Texas
Potter Holdings Inc TX$20.4M · 0.71%
Cec Electrical, Inc. TX$19.7M · 0.83%
Beyer Services, LLC TX$19.2M · 0.10%
Ref-Chem, L.P. TX$18.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273373689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.