Plan Ledger DOL Form 5500 · updated monthly

Alliance Group, Inc.401(k)

ALLIANCE GROUP, INC. 401(K) PLAN · ESSEX JUNCTION, VT · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Alliance Group, Inc. reported $27,590 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,183 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 0.08% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Vermont (130th of 230), and 2,670th of 5,337 in construction. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 141 to 226 since 2022.

Plan summary
Net assets, end of year$13,120,744
Participants with balances290
Active participants226
Employer contributions$719,315
Employee contributions$970,370
Employer contribution per active participant$3,183
Average account balance$45,244
Benefits paid to participants$588,653
Plan auditUnmodified (clean) audit opinion
AuditorMCSOLEY, MCCOY & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $10K emplr
2024$13.1M · 290 accts · $719K emplr
2023$6.6M · 182 accts
2022$5.3M · 165 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,590
Total administrative$27,590
The Alliance Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,183
Median for plans this size$1,313

Alliance Group, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
STANDARD FINANCIAL GROUP · Claims processing · Recordkeeping$16,649
FUTUREPLAN BY ASCENSUS · Recordkeeping · Consulting$4,096
WORLD INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$16,460

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

Recordkeeper by year2
2024Ascensus, STANDARD FINANCIAL GROUP
2023Ascensus

This plan has changed recordkeepers within these filings. If you left Alliance Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$27,590 · 0.28%
2023$5,302 · 0.09%
2022$4,581 · 0.08%
Same employer
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Vhv Company VT$18.6M
D.E.W. Construction Corp. VT$18.5M · 0.40%
Vermont Mechanical, Inc. VT$9.2M · 0.59%
Isun, Inc. VT$9.0M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272004691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.