Plan Ledger DOL Form 5500 · updated monthly

Alliance Industrial Group, LLC401(k)

ALLIANCE INDUSTRIAL GROUP, LLC 401(K) PROFIT SHARING PLAN · LUMBERTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.90%

Alliance Industrial Group, LLC reported $2,774 in plan administrative expenses for 2022: 0.90% of average plan assets, above the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (5,543rd of 5,688), and 5,265th of 5,337 in construction.

Plan summary
Net assets, end of year$319,422
Participants with balances8
Active participants317
Employer contributions—
Employee contributions$87,075
Employer contribution per active participant—
Average account balance$39,928
Plan auditUnmodified (clean) audit opinion
AuditorMITCHELL T. FONTENOTE CPA, INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,774
Total administrative$2,774
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,774 · 0.90%
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Texwin TX$357K · 0.04%
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Diffco Industries, LLC TX$282K · 0.15%
Power Plumbing, LLC TX$282K · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822457226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.