Plan Ledger DOL Form 5500 · updated monthly

Alliance Marketing LLC401(k)

ALLIANCE MARKETING, LLC 401(K) PROFIT SHARING PLAN · HENDERSONVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Alliance Marketing LLC reported $30,102 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $3,476 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 1 year on file its reported administrative ratio fell from 0.77% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Tennessee (976th of 1,496), and 9,130th of 11,654 in professional & technical services. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,700,640
Participants with balances148
Active participants121
Employer contributions$420,644
Employee contributions$771,055
Employer contribution per active participant$3,476
Average account balance$45,275
Benefits paid to participants$1,699,746
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 148 accts · $421K emplr
2023$6.2M · 142 accts · $332K emplr
2022$5.5M · 122 accts · $288K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,575
Investment management$9,667
Trustee / custodial$860
Total administrative$30,102
The Alliance Marketing LLC 401(k) match · 2024
Employer contribution per active participant$3,476
Median for plans this size$1,313
2024$3,476 per active participant
2023$2,862 per active participant
2022$2,548 per active participant

Alliance Marketing LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
PAYCHEX, INC. · Recordkeeping$16,775
PREVAIL INNOVATIVE WEALTH ADVISORS · Investment advisory (participants)$9,667

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$30,102 · 0.47%
2023$45,231 · 0.77%
2022Not separately reported
Similar plansProfessional & Technical Services · Tennessee
Premium Guard, Inc. TN$7.5M · 0.95%
Cabinets to Go LLC TN$7.4M · 0.40%
Transit-Technologies, LLC TN$7.2M · 0.74%
Waypoint Analytical, Inc. TN$7.1M · 0.40%
Iostudio, LLC TN$6.3M · 0.53%
Halo Dx, Inc. TN$5.8M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200351800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.