Plan Ledger DOL Form 5500 · updated monthly

Alliance of Professionals & Consultants, Inc401(k)

ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC 401(K) RETIREMENT PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Alliance of Professionals & Consultants, Inc reported $55,421 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 908th-largest of 2,005 plans among North Carolina employers on file, and 6,753rd of 11,654 in professional & technical services. active participation has shrunk from 235 to 176 since 2022.

Plan summary
Net assets, end of year$14,312,286
Participants with balances186
Active participants176
Employer contributions$0
Employee contributions$865,995
Employer contribution per active participant$0
Average account balance$76,948
Benefits paid to participants$2,229,280
Plan auditUnmodified (clean) audit opinion
AuditorSTANCIL PC
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 186 accts
2023$13.8M · 179 accts
2022$11.9M · 182 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,899
Investment management$35,522
Total administrative$55,421
The Alliance of Professionals & Consultants, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Alliance of Professionals & Consultants, Inc's 2024 employer contribution ran below the $2,416 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 · 20242
CAPFINANCIAL PARTNERS LLC DBA · Investment advisory (plan)$35,522
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$19,899

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$55,421 · 0.39%
2023$51,209 · 0.40%
2022$53,503 · 0.41%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Stewart Engineering Inc. NC$14.8M · 0.32%
Bavarian Nordic, Inc. NC$14.8M · 0.19%
Gk Software USA, Inc. NC$14.8M · 0.03%
G1 Therapeutics, Inc NC$14.0M · 0.04%
Nu North America, Inc. NC$13.9M · 0.26%
Roi Revolution, Inc NC$13.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561829950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.