Plan Ledger DOL Form 5500 · updated monthly

Allen & Hoshall, Inc.401(k)

ALLEN & HOSHALL, INC. PROFIT SHARING PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Allen & Hoshall, Inc. reported $36,487 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,550 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 0.241%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 637th-largest of 1,496 plans among Tennessee employers on file, and 6,305th of 11,654 in professional & technical services. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,199,336
Participants with balances117
Active participants85
Employer contributions$301,783
Employee contributions$602,846
Employer contribution per active participant$3,550
Average account balance$138,456
Benefits paid to participants$503,059
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 117 accts · $302K emplr
2023$14.1M · 114 accts · $288K emplr
2022$11.9M · 118 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,487
Total administrative$36,487
The Allen & Hoshall, Inc. 401(k) match · 2024
Employer contribution per active participant$3,550
Median for plans this size$2,416
2024$3,550 per active participant
2023$3,432 per active participant
2022$3,476 per active participant

Allen & Hoshall, Inc.'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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$45,083
EMPOWER ADVISORY GROUP LLC · Investment management$7,345
ELLIS BENEFITS GROUP INC · Contract administrator$2,910

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$36,487 · 0.24%
2023$29,559 · 0.23%
2022$30,544 · 0.24%
Similar plansProfessional & Technical Services · Tennessee
Banc Card of America, Inc TN$17.2M · 0.50%
Vehlo Purchaser, LLC TN$16.1M · 0.69%
FedEx Dataworks, Inc. TN$15.8M · 0.14%
Uniguest, Inc. TN$15.7M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620909491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.