Plan Ledger DOL Form 5500 · updated monthly

Alley Theatre401(k)

ALLEY THEATRE 401K RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Alley Theatre reported $836 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,278 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 0.007% to 0.010%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,177th of 5,688), and 707th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.45 for every $1.00 the employer contributed; active participation has grown from 118 to 280 since 2022.

Plan summary
Net assets, end of year$9,227,466
Participants with balances157
Active participants280
Employer contributions$357,833
Employee contributions$517,504
Employer contribution per active participant$1,278
Average account balance$58,774
Benefits paid to participants$1,006,690
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 157 accts · $358K emplr
2023$8.1M · 134 accts · $272K emplr
2022$6.9M · 113 accts · $262K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$836
Total administrative$836
The Alley Theatre 401(k) match · 2024
Employer contribution per active participant$1,278
Median for plans this size$1,313
2024$1,278 per active participant
2023$1,764 per active participant
2022$2,220 per active participant

Alley Theatre'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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,211

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$836 · 0.01%
2023$1,108 · 0.01%
2022$552 · 0.01%
Same employer
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Player One Amusement Group TX$10.4M · 0.51%
Dallas Arboretum TX$9.7M · 0.32%
Iatse 127 TX$8.9M · 0.55%
Csi Aviation, Inc. TX$8.6M · 0.68%
Colonial Country Club TX$8.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741143076 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.