Plan Ledger DOL Form 5500 · updated monthly

Alley-Cassetty Companies, Inc.401(k)

ALLEY-CASSETTY CO., INC. 401(K) PROFIT SHARING PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Alley-Cassetty Companies, Inc. reported $46,720 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $493 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 0.32% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 712th-largest of 1,496 plans among Tennessee employers on file, and 7,403rd of 13,661 in manufacturing. In 2024, employees put in $6.69 for every $1.00 the employer contributed; active participation has grown from 262 to 304 since 2022.

Plan summary
Net assets, end of year$13,954,424
Participants with balances243
Active participants304
Employer contributions$150,003
Employee contributions$1,003,652
Employer contribution per active participant$493
Average account balance$57,426
Benefits paid to participants$2,124,022
Plan auditUnmodified (clean) audit opinion
AuditorPURYEAR & NOONAN
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 243 accts · $150K emplr
2023$13.4M · 182 accts · $123K emplr
2022$12.1M · 160 accts · $56K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,667
Investment management$32,053
Total administrative$46,720
The Alley-Cassetty Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$493
Median for plans this size$2,416
2024$493 per active participant
2023$379 per active participant
2022$214 per active participant

Alley-Cassetty Companies, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$22,400
EMPOWER ADVISORY GROUP, LLC · Investment management$9,653

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$46,720 · 0.34%
2023$42,454 · 0.33%
2022$41,574 · 0.32%
Same employer
Similar plansManufacturing · Tennessee
Arc Automotive, Inc. TN$14.1M · 0.58%
Scepter, Inc. TN$14.0M · 0.11%
Games Workshop Retail, Inc. TN$13.7M · 0.77%
Moody Dunbar, Inc. TN$13.6M · 0.71%
Pattison Sign Group, Inc. TN$13.2M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620715354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.