Plan Ledger DOL Form 5500 · updated monthly

Alliance Collection Agencies, Inc.401(k)

ALLIANCE COLLECTION AGENCIES, INC. 401(K) PLAN · MARSHFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.86%

Alliance Collection Agencies, Inc. reported $53,881 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. 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 0.76% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,510th of 1,936), and 9,207th of 11,654 in professional & technical services. active participation has grown from 101 to 121 since 2022.

Plan summary
Net assets, end of year$6,506,125
Participants with balances107
Active participants121
Employer contributions—
Employee contributions$289,198
Employer contribution per active participant—
Average account balance$60,805
Benefits paid to participants$561,412
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 107 accts
2023$6.0M · 112 accts
2022$5.0M · 111 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,455
Audit (IQPA)$3,753
Trustee / custodial$46,673
Total administrative$53,881
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
WOODTRUST BANK · Recordkeeping · Trustee$50,128

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

Recordkeeper by year2
2024WOODTRUST BANK
2023WOODTRUST BANK

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

Administrative cost history3
2024$53,881 · 0.86%
2023$43,041 · 0.78%
2022$42,248 · 0.76%
Similar plansProfessional & Technical Services · Wisconsin
The Infosoft Group LLC WI$6.8M · 0.42%
Tribute Technology US LLC WI$6.7M · 0.63%
Harter's Quick Clean-Up WI$6.5M · 0.08%
Bizlab, Inc. WI$6.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390924634 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.