Plan Ledger DOL Form 5500 · updated monthly

Alliance Defending Freedom401(k)

ALLIANCE DEFENDING FREEDOM 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Alliance Defending Freedom reported $49,302 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,257 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 0.47% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 270th-largest of 1,285 plans among Arizona employers on file, and the 699th of 3,341 in other services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,106,398
Participants with balances369
Active participants383
Employer contributions$1,247,276
Employee contributions$2,250,256
Employer contribution per active participant$3,257
Average account balance$84,299
Benefits paid to participants$1,654,749
Plan auditUnmodified (clean) audit opinion
AuditorLANDMARK, PLC CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 369 accts · $1.2M emplr
2023$25.3M · 354 accts · $1.2M emplr
2022$19.9M · 331 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,310
Investment management$34,992
Total administrative$49,302
The Alliance Defending Freedom 401(k) match · 2024
Employer contribution per active participant$3,257
Median for plans this size$2,416
2024$3,257 per active participant
2023$3,228 per active participant
2022$3,047 per active participant

Alliance Defending Freedom's 2024 employer contribution ran above the $2,416 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 · 20242
RPA FINANCIAL, LLC · Investment advisory (plan)$34,984
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$13,719

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$49,302 · 0.17%
2023$48,099 · 0.21%
2022$102,941 · 0.47%
Same employer
Similar plansOther Services · Arizona
Edgio, Inc. AZ$67.0M · 0.19%
Gb Auto Service, Inc. AZ$54.8M · 0.51%
J. D. Steel Co., Inc. AZ$44.0M · 0.16%
Next Phase Enterprises, LLC AZ$27.5M · 0.21%
Bluum USA, Inc. AZ$24.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541660459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.