Plan Ledger DOL Form 5500 · updated monthly

Alliance Health, Inc.401(k)

ALLIANCE HEALTH, INC. RETIREMENT PLAN · SOUTHBOROUGH, MA · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Alliance Health, Inc. reported $9,080 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $229 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 3 years on file its reported administrative ratio fell from 0.10% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,044th-largest of 2,726 plans among Massachusetts employers on file, and the 2,873rd of 11,911 in health care & social assistance. In 2025, employees put in $4.96 for every $1.00 the employer contributed; active participation has grown from 787 to 1,731 since 2022.

Plan summary
Net assets, end of year$28,722,017
Participants with balances463
Active participants1,731
Employer contributions$396,384
Employee contributions$1,965,341
Employer contribution per active participant$229
Average account balance$62,035
Benefits paid to participants$2,451,413
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$28.7M · 463 accts · $396K emplr
2024$25.0M · 446 accts · $327K emplr
2023$21.2M · 394 accts · $300K emplr
2022$18.8M · 381 accts · $120K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$6,620
Audit (IQPA)$2,460
Total administrative$9,080
The Alliance Health, Inc. 401(k) match · 2025
Employer contribution per active participant$229
Median for plans this size$2,666
2025$229 per active participant
2024$199 per active participant
2023$363 per active participant
2022$153 per active participant

Alliance Health, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,620
KESTRA INVESTMENT SERVICES LLCindirect comp

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

Administrative cost history4
2025$9,080 · 0.03%
2024$10,822 · 0.05%
2023$9,559 · 0.05%
2022$18,236 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Servicenet, Inc. MA$30.7M · 0.73%
Skincare Physicians, Inc. MA$30.7M · 0.02%
Pine Street Inn, Inc. MA$26.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043468274 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.