Plan Ledger DOL Form 5500 · updated monthly

Alliance Industries, Inc.401(k)

ALLIANCE INDUSTRIES, INC. 401(K) PLAN · MARIETTA, OH · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Alliance Industries, Inc. reported $46,362 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,356 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 has held roughly steady near 0.310%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,530th-largest of 3,295 plans among Ohio employers on file, and 477th of 786 in management of companies. In 2024, employees put in $2.64 for every $1.00 the employer contributed; active participation has grown from 380 to 440 since 2022.

Plan summary
Net assets, end of year$16,269,085
Participants with balances1,019
Active participants440
Employer contributions$596,644
Employee contributions$1,576,543
Employer contribution per active participant$1,356
Average account balance$15,966
Benefits paid to participants$1,413,902
Plan auditUnmodified (clean) audit opinion
AuditorBOBER MARKEY FEDOROVICH & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 1,019 accts · $597K emplr
2023$13.6M · $525K emplr
2022$11.1M · 854 accts · $454K emplr
The Alliance Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,356
Median for plans this size$2,416
2024$1,356 per active participant
2023$1,309 per active participant
2022$1,195 per active participant

Alliance Industries, Inc.'s 2024 employer contribution ran below 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
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$7,313
CREATIVE PLANNING, INC. · Investment advisory (participants) · Investment advisory (plan)$39,049

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$46,362 · 0.31%
2023$35,928 · 0.29%
2022$36,161 · 0.31%
Same employer
Similar plansManagement of Companies · Ohio
Salo Inc. OH$27.5M · 0.31%
Guyan International, Inc. OH$20.1M · 0.58%
Dix 1898, Inc. OH$17.2M · 0.41%
The Ohio Masonic Home OH$15.8M · 0.73%
Central Investment LLC OH$12.9M · 0.14%
Zidian Management Corp. OH$9.9M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311368509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.