Plan Ledger DOL Form 5500 · updated monthly

Alliance for a Healthier Generation401(k)

ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Alliance for a Healthier Generation reported $55,216 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $5,289 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 0.53% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 471st-largest of 1,021 plans among Oregon employers on file, and the 4,892nd of 11,911 in health care & social assistance. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has shrunk from 94 to 59 since 2022.

Plan summary
Net assets, end of year$13,082,201
Participants with balances133
Active participants59
Employer contributions$312,053
Employee contributions$740,118
Employer contribution per active participant$5,289
Average account balance$98,362
Benefits paid to participants$1,089,160
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 133 accts · $312K emplr
2023$11.4M · 151 accts · $486K emplr
2022$9.8M · 144 accts · $281K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,363
Investment management$24,253
Total administrative$55,216
The Alliance for a Healthier Generation 401(k) match · 2024
Employer contribution per active participant$5,289
Median for plans this size$2,416
2024$5,289 per active participant
2023$5,165 per active participant
2022$2,993 per active participant

Alliance for a Healthier Generation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,352
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$24,253

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$55,216 · 0.45%
2023$50,474 · 0.48%
2022$48,864 · 0.53%
Similar plansHealth Care & Social Assistance · Oregon
Frontier Management, LLC OR$13.7M · 1.13%
Albertina Kerr Centers OR$12.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272028308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.