Plan Ledger DOL Form 5500 · updated monthly

Alliance Holdings, Inc.401(k)

ALLIANCE HOLDINGS 401(K) PLAN · HAMPTON, NH · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Alliance Holdings, Inc. reported $88,101 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,514 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 139th-largest of 411 plans among New Hampshire employers on file, and 2,514th of 4,798 in finance & insurance. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,122,279
Participants with balances293
Active participants282
Employer contributions$991,056
Employee contributions$2,115,559
Employer contribution per active participant$3,514
Average account balance$95,980
Benefits paid to participants$2,107,460
Plan auditUnmodified (clean) audit opinion
AuditorBRITT & COMPANY CPA LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,540
Investment management$58,561
Total administrative$88,101
The Alliance Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,514
Median for plans this size$2,416

Alliance Holdings, Inc.'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
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$58,561
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,540

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

Administrative cost history1
2024$88,101 · 0.35%
Same employer
Similar plansFinance & Insurance · New Hampshire
Bank of New Hampshire NH$50.7M · 0.10%
Northeast Credit Union NH$39.9M · 0.01%
Impax Asset Management LLC NH$29.6M · 0.04%
St. Mary's Bank NH$23.8M · 0.32%
Northway Bank NH$22.8M
Ledyard National Bank NH$21.6M · 0.21%
Harborone Mortgage LLC NH$20.6M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753051798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.