Plan Ledger DOL Form 5500 · updated monthly

Alliance for Aging, Inc.DC plan

EMPLOYEE BENEFIT PLAN OF ALLIANCE FOR AGING, INC. · MIAMI, FL · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

Alliance for Aging, Inc. reported $1,596 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,007 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 rose from 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (1,847th of 3,644), and 1,710th of 3,341 in other services. In 2025, the employer put in $3.02 for every $1.00 employees contributed themselves; active participation has grown from 71 to 94 since 2023.

Plan summary
Net assets, end of year$9,416,824
Participants with balances130
Active participants94
Employer contributions$376,654
Employee contributions$124,552
Employer contribution per active participant$4,007
Average account balance$72,437
Benefits paid to participants$311,161
Plan history3
Yearassets · accounts · employer contribution
2025$9.4M · 130 accts · $377K emplr
2024$8.1M · 117 accts · $384K emplr
2023$6.8M · 113 accts · $333K emplr
Employer contributions to the Alliance for Aging, Inc. plan · 2025
Employer contribution per active participant$4,007
Median for plans this size$1,464
2025$4,007 per active participant
2024$4,626 per active participant
2023$4,687 per active participant

Alliance for Aging, Inc.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,596

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

Recordkeeper by year3
2025Mutual of America
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2025$1,596 · 0.02%
2024$1,451 · 0.02%
2023$707 · 0.01%
Similar plansOther Services · Florida
Lost Tree Club, Inc. FL$9.4M · 0.45%
Wash Depot Holdings, Inc. FL$8.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650101947 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.