Plan Ledger DOL Form 5500 · updated monthly

Alliance, Inc.403(b)

ALLIANCE, INC. 403(B) RETIREMENT PLAN · TIMONIUM, MD · plan year 2024

Reported admin expense ratio · 2024
1.73%

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

Alliance, Inc. reported $33,213 in plan administrative expenses for 2024: 1.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $525 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 2.36% to 1.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,513th of 1,671), and 9,906th of 11,911 in health care & social assistance. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,158,531
Participants with balances388
Active participants380
Employer contributions$199,497
Employee contributions$257,566
Employer contribution per active participant$525
Average account balance$5,563
Benefits paid to participants$181,513
Plan auditUnmodified (clean) audit opinion
AuditorWEYRICH CRONIN & SORRA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 388 accts · $199K emplr
2023$1.7M · 414 accts · $15K emplr
2022$1.5M · 469 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,197
Investment management$16
Total administrative$33,213
Employer contributions to the Alliance, Inc. plan · 2024
Employer contribution per active participant$525
Median for plans this size$1,313
2024$525 per active participant
2023$38 per active participant
2022$279 per active participant

Alliance, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,197

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

Administrative cost history3
2024$33,213 · 1.73%
2023$30,663 · 1.96%
2022$32,408 · 2.36%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Theranostix, Inc. MD$2.4M · 0.75%
Amatus Health MD$2.3M · 2.52%
Oxford House Inc MD$2.2M · 0.33%
Spring Dell Center, Inc. MD$2.2M · 0.06%
Columbia Academy Lc MD$2.1M · 1.08%
Tuerk House, Inc. MD$2.0M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521277262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.