Plan Ledger DOL Form 5500 · updated monthly

Allen Communication Learning Ser401(k)

ALLEN COMMUNICATION LEARNING SERVICES, INC. 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Allen Communication Learning Ser reported $34,875 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $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 0.65% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Utah (566th of 848), and 9,361st of 11,654 in professional & technical services. In 2024, employees put in $7.96 for every $1.00 the employer contributed; active participation has shrunk from 116 to 84 since 2022.

Plan summary
Net assets, end of year$6,099,256
Participants with balances94
Active participants84
Employer contributions$76,611
Employee contributions$609,858
Employer contribution per active participant$912
Average account balance$64,886
Benefits paid to participants$933,607
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 94 accts · $77K emplr
2023$5.7M · 106 accts · $127K emplr
2022$4.8M · 116 accts · $150K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,481
Investment management$21,394
Total administrative$34,875
The Allen Communication Learning Ser 401(k) match · 2024
Employer contribution per active participant$912
Median for plans this size$1,313
2024$912 per active participant
2023$1,318 per active participant
2022$1,290 per active participant

Allen Communication Learning Ser's 2024 employer contribution ran below the $1,313 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 · 20243
NAVIGATE FINANCIAL LLC · Recordkeeping · Trustee$21,393
ADP, INC. · Recordkeeping$13,480
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, NAVIGATE FINANCIAL LLC
2023ADP, NAVIGATE FINANCIAL LLC, Wells Fargo

This plan has changed recordkeepers within these filings. If you left Allen Communication Learning Ser before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,875 · 0.59%
2023$32,885 · 0.63%
2022$31,273 · 0.65%
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Source: U.S. Department of Labor, Form 5500 series, EIN 541936766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.