Plan Ledger DOL Form 5500 · updated monthly

Allen, Allen, Allen & Allen Corporation401(k)

ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Allen, Allen, Allen & Allen Corporation reported $2,631 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,912 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 2 years on file its reported administrative ratio fell from 0.02% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 424th-largest of 2,266 plans among Virginia employers on file, and the 2,354th of 11,654 in professional & technical services. In 2024, employees put in $1.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,638,706
Participants with balances249
Active participants173
Employer contributions$1,368,710
Employee contributions$1,513,909
Employer contribution per active participant$7,912
Average account balance$243,529
Benefits paid to participants$10,655,729
Plan auditUnmodified (clean) audit opinion
AuditorKEITER, STEPHENS, HURST, ET AL.
Plan history3
Yearassets · accounts · employer contribution
2024$60.6M · 249 accts · $1.4M emplr
2023$60.1M · 252 accts · $1.4M emplr
2022$54.4M · 240 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,631
Total administrative$2,631
The Allen, Allen, Allen & Allen Corporation 401(k) match · 2024
Employer contribution per active participant$7,912
Median for plans this size$3,635
2024$7,912 per active participant
2023$7,333 per active participant
2022$7,688 per active participant

Allen, Allen, Allen & Allen Corporation's 2024 employer contribution ran above the $3,635 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 · 20243
LPL FINANCIAL - RP · Investment advisory (plan)$6,600
CHASE BENEFIT ADVISORS · Contract administratorindirect comp

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

Administrative cost history3
2024$2,631 · 0.00%
2023$1,795 · 0.00%
2022$11,421 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Virginia
Willowtree, LLC VA$61.8M · 0.10%
Stg International, Inc. VA$61.7M · 0.97%
Torc Robotics, Inc. VA$61.4M · 0.04%
Teksynap Corporation VA$60.4M · 0.32%
N-Ask, Inc. VA$60.3M
Fibertek, Inc. VA$59.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540852062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.