Plan Ledger DOL Form 5500 · updated monthly

Allervie and Clinical Holdings, LLC401(k)

ALLERGY AND CLINICAL HOLDINGS, LLC 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Allervie and Clinical Holdings, LLC reported $136,601 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,884 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 rose from 0.70% to 0.86%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,245th-largest of 5,688 plans among Texas employers on file, and the 4,127th of 11,911 in health care & social assistance. In 2024, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,027,758
Participants with balances277
Active participants412
Employer contributions$776,295
Employee contributions$1,782,316
Employer contribution per active participant$1,884
Average account balance$61,472
Benefits paid to participants$2,535,219
Plan auditUnmodified (clean) audit opinion
AuditorRILEY & CO PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 277 accts · $776K emplr
2023$14.6M · 296 accts · $818K emplr
2022$8.5M · 254 accts · $644K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,601
Total administrative$136,601
The Allervie and Clinical Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,884
Median for plans this size$2,416
2024$1,884 per active participant
2023$1,453 per active participant
2022$1,627 per active participant

Allervie and Clinical Holdings, LLC's 2024 employer contribution ran below 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 · 20241
GREGORY POWELL BURGE & CO INC · 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 history3
2024$136,601 · 0.86%
2023$87,907 · 0.76%
2022$46,474 · 0.70%
Same employer
Similar plansHealth Care & Social Assistance · Texas
West Texas Health, PLLC TX$17.4M · 0.25%
Hospice Austin TX$17.2M · 0.24%
Child Care Associates TX$17.0M · 0.05%
Rio Grande Urology, P.A. TX$16.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853760987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.