Plan Ledger DOL Form 5500 · updated monthly

Alliance Dairies401(k)

ALLIANCE DAIRIES 401(K) PROFIT SHARING PLAN · TRENTON, FL · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Alliance Dairies reported $2,700 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,093 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Florida (2,833rd of 3,644), and 12,142nd of 13,661 in manufacturing. In 2022, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,257,470
Participants with balances97
Active participants179
Employer contributions$195,687
Employee contributions$273,982
Employer contribution per active participant$1,093
Average account balance$33,582
Benefits paid to participants$183,664
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,700
Total administrative$2,700
The Alliance Dairies 401(k) match · 2022
Employer contribution per active participant$1,093
Median for plans this size$1,114

Alliance Dairies's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,700 · 0.08%
Similar plansManufacturing · Florida
Leixir Dental Group FL$3.4M · 0.73%
Hyperform, Inc. FL$3.3M · 0.28%
Leaders Holding Company FL$3.3M · 1.33%
Techno Coatings Inc FL$3.2M · 0.17%
Bungalow Scenic Studios FL$3.2M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592984490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.