Plan Ledger DOL Form 5500 · updated monthly

Alliance AG & Grain, LLC401(k)

UBG 401(K) - ALLIANCE AG & GRAIN · SPEARVILLE, KS · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Alliance AG & Grain, LLC reported $26,749 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,054 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 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Kansas (476th of 828), and the 1,116th of 2,677 in transportation & warehousing. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has grown from 160 to 182 since 2022.

Plan summary
Net assets, end of year$10,647,790
Participants with balances131
Active participants182
Employer contributions$191,770
Employee contributions$499,736
Employer contribution per active participant$1,054
Average account balance$81,281
Benefits paid to participants$691,042
Plan auditUnmodified (clean) audit opinion
AuditorLINDBURG VOGEL PIERCE FARIS CHARTER
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 131 accts · $192K emplr
2023$8.3M · 117 accts · $181K emplr
2022$5.9M · 117 accts · $154K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,749
Investment management$5,000
Total administrative$26,749
The Alliance AG & Grain, LLC 401(k) match · 2024
Employer contribution per active participant$1,054
Median for plans this size$1,313
2024$1,054 per active participant
2023$1,230 per active participant
2022$960 per active participant

Alliance AG & Grain, LLC'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
UNITED BENEFITS GROUP · Contract administrator$9,013
INTELLICENTS INVESTMENT SOLUTIONS · Investment advisory (plan)$5,000

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$26,749 · 0.28%
2023$23,186 · 0.33%
2022$18,897 · 0.29%
Same employer
Similar plansTransportation & Warehousing · Kansas
Hallcon Corporation KS$14.6M · 0.29%
Smart Warehousing, LLC KS$12.0M · 0.52%
Intermodal Marketing, Inc. KS$11.6M · 0.01%
National Carriers, Inc. KS$10.5M · 0.14%
Fry-Wagner Systems, Inc. KS$8.3M · 0.43%
Village Travel, LLC KS$6.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475469106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.