Plan Ledger DOL Form 5500 · updated monthly

Alliance Rv, LLC401(k)

ALLIANCE RV 401(K) AND PROFIT SHARING PLAN · ELKHART, IN · plan year 2025

Reported admin expense ratio · 2025
0.91%

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

Alliance Rv, LLC reported $63,218 in plan administrative expenses for 2025: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $489 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 fell from 1.59% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Indiana (960th of 1,562), and 2,936th of 5,215 in retail trade. In 2025, employees put in $5.68 for every $1.00 the employer contributed; active participation has grown from 494 to 746 since 2022.

Plan summary
Net assets, end of year$8,490,452
Participants with balances989
Active participants746
Employer contributions$364,724
Employee contributions$2,073,297
Employer contribution per active participant$489
Average account balance$8,585
Benefits paid to participants$645,165
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$8.5M · 989 accts · $365K emplr
2024$5.5M · 743 accts · $303K emplr
2023$3.4M · 507 accts · $172K emplr
2022$2.0M · 500 accts · $203K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$63,218
Total administrative$63,218
The Alliance Rv, LLC 401(k) match · 2025
Employer contribution per active participant$489
Median for plans this size$1,464
2025$489 per active participant
2024$537 per active participant
2023$350 per active participant
2022$411 per active participant

Alliance Rv, LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$26,706
NOVA 401(K) ASSOCIATES LP · Recordkeeping · Loan processing$15,904
STIFEL, NICOLAUS & COMPANY, INC. · Investment advisory (plan)$19,252

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

Recordkeeper by year2
2025NOVA 401(K) ASSOCIATES LP, Transamerica
2024NOVA 401(K) ASSOCIATES LP, Transamerica

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Administrative cost history4
2025$63,218 · 0.91%
2024$45,685 · 1.03%
2023$41,855 · 1.55%
2022$23,889 · 1.59%
Same employer
Similar plansRetail Trade · Indiana
Sternberg, Inc. IN$8.8M · 0.64%
Don Ayres Pontiac, Inc IN$8.7M · 0.53%
Sac Finance, Inc. IN$8.6M · 0.46%
Don Hinds Ford, Inc. IN$8.2M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834140477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.