Plan Ledger DOL Form 5500 · updated monthly

Allego Inc401(k)

ALLEGO INC 401(K) PROFIT SHARING PLAN AND TRUST · WALTHAM, MA · plan year 2025

Reported admin expense ratio · 2025
0.46%

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

Allego Inc reported $75,911 in plan administrative expenses for 2025: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,538 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 fell from 0.48% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,379th of 2,726), and the 5,808th of 11,654 in professional & technical services. In 2025, employees put in $8.36 for every $1.00 the employer contributed; active participation has shrunk from 166 to 135 since 2022.

Plan summary
Net assets, end of year$18,577,464
Participants with balances176
Active participants135
Employer contributions$207,649
Employee contributions$1,736,639
Employer contribution per active participant$1,538
Average account balance$105,554
Benefits paid to participants$832,145
Plan auditUnmodified (clean) audit opinion
AuditorBRITT & COMPANY CPA LLC
Plan history4
Yearassets · accounts · employer contribution
2025$18.6M · 176 accts · $208K emplr
2024$14.6M · 166 accts · $233K emplr
2023$12.2M · 177 accts · $274K emplr
2022$8.8M · 208 accts · $295K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$75,911
Total administrative$75,911
The Allego Inc 401(k) match · 2025
Employer contribution per active participant$1,538
Median for plans this size$2,666
2025$1,538 per active participant
2024$1,867 per active participant
2023$2,072 per active participant
2022$1,777 per active participant

Allego Inc's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE ASCENT GROUP, LLCindirect comp
ASCENSUS · Other servicesindirect comp

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

Administrative cost history4
2025$75,911 · 0.46%
2024$79,509 · 0.59%
2023$46,356 · 0.44%
2022$42,996 · 0.48%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Kognitiv, Inc MA$18.7M · 0.03%
Linksquares, Inc. MA$18.6M · 0.09%
Mobiquity, Inc. MA$18.6M · 0.33%
Aras Corporation MA$18.5M · 0.01%
Cti Biopharma Corp MA$18.3M · 0.13%
Syner-G Biopharma Group LLC MA$18.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371884196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.