Plan Ledger DOL Form 5500 · updated monthly

Allegro School Inc.Profit-sharing plan

ALLEGRO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · CEDAR KNOLLS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.33%

Allegro School Inc. reported $31,936 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. 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 0.40% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New Jersey (1,519th of 2,419), and 2,120th of 3,091 in educational services.

Plan summary
Net assets, end of year$9,893,304
Participants with balances291
Active participants102
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$33,998
Benefits paid to participants$325,319
Plan auditUnmodified (clean) audit opinion
AuditorNISIVOCCIA
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 291 accts
2023$9.2M · 291 accts · $178K emplr
2022$8.3M · 283 accts
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.

Administrative cost history3
2024$31,936 · 0.33%
2023$35,509 · 0.40%
2022Not separately reported
Same employer
Similar plansEducational Services · New Jersey
Learning Ally, Inc. NJ$11.4M · 0.53%
Stevens Cooperative School NJ$10.7M · 0.00%
Hollydell, Inc. NJ$9.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222964290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.