Plan Ledger DOL Form 5500 · updated monthly

Allegiant Partners, Inc.401(k)

TOKYO CENTURY (USA) INC. 401(K) RETIREMENT SAVINGS PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Allegiant Partners, Inc. reported $32,552 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,017 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 1 year on file its reported administrative ratio fell from 0.30% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 470th-largest of 1,021 plans among Oregon employers on file, and the 930th of 2,096 in real estate & leasing. In 2024, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,098,432
Participants with balances177
Active participants224
Employer contributions$451,769
Employee contributions$1,310,085
Employer contribution per active participant$2,017
Average account balance$74,002
Benefits paid to participants$1,214,761
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$13.1M · 177 accts · $452K emplr
2023$10.4M · 155 accts · $373K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,838
Investment management$10,514
Total administrative$32,552
The Allegiant Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,017
Median for plans this size$2,416
2024$2,017 per active participant
2023$2,485 per active participant

Allegiant Partners, 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 · 20242
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$3,557
CBIZ INVESTMENT ADVISORY SERVICES, · Investment advisory (participants)$2,780

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

Administrative cost history2
2024$32,552 · 0.28%
2023$21,925 · 0.30%
Similar plansReal Estate & Leasing · Oregon
Rightline Equipment, Inc. OR$14.0M · 0.13%
Updater Inc. OR$13.5M · 0.25%
Guardian Management LLC OR$7.1M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680436529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.