Plan Ledger DOL Form 5500 · updated monthly

Alliance Coal, LLC401(k)

ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Alliance Coal, LLC reported $580,529 in plan administrative expenses for 2024: 0.10% of average plan assets, above the peer median. Employer contributions averaged $6,776 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 0.17% to 0.10%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 15th-largest of 724 plans among Oklahoma employers on file, and the 26th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has grown from 3,345 to 3,732 since 2022.

Plan summary
Net assets, end of year$638,890,758
Participants with balances4,650
Active participants3,732
Employer contributions$25,287,253
Employee contributions$35,796,508
Employer contribution per active participant$6,776
Average account balance$137,396
Benefits paid to participants$58,635,744
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$638.9M · 4,650 accts · $25.3M emplr
2023$560.5M · 4,492 accts · $21.8M emplr
2022$476.7M · 4,225 accts · $19.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,325
Investment management$136,753
Audit (IQPA)$18,700
Trustee / custodial$372,755
Total administrative$580,529
The Alliance Coal, LLC 401(k) match · 2024
Employer contribution per active participant$6,776
Median for plans this size$4,294
2024$6,776 per active participant
2023$6,150 per active participant
2022$5,946 per active participant

Alliance Coal, LLC's 2024 employer contribution ran above the $4,294 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 · 20244
INTRUST BANK, N.A. · Recordkeeping · Loan processing$496,832
MARINER WEALTH ADVISORS · Investment management$60,000
HOGANTAYLOR LLP · Accounting / audit$18,700
TEREM MARKETING LLC · Participant communication$4,996

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

Recordkeeper by year2
2024INTRUST BANK, N.A.
2023INTRUST BANK, N.A.

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Administrative cost history3
2024$580,529 · 0.10%
2023$530,714 · 0.10%
2022$851,733 · 0.17%
Same employer
Similar plansMining, Oil & Gas Extraction · Oklahoma
Devon Energy Corporation OK$1.1B · 0.05%
Helmerich & Payne, Inc. OK$844.3M · 0.13%
Choctaw Nation of Oklahoma OK$424.7M · 0.10%
Continental Resources, Inc. OK$389.7M · 0.00%
Cactus Drilling Company, LLC OK$122.9M · 0.05%
Vital Energy, Inc. OK$64.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730956034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.