Plan Ledger DOL Form 5500 · updated monthly

Alliance Sales & Marketing/Nc, Inc.401(k)

ALLIANCE SALES & MARKETING 401(K) PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Alliance Sales & Marketing/Nc, Inc. reported $108,561 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged -$52 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 2 years on file its reported administrative ratio rose from 0.55% to 0.58%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 752nd-largest of 2,005 plans among North Carolina employers on file, and the 1,924th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$19,548,263
Participants with balances424
Active participants314
Employer contributions-$16,255
Employee contributions$1,934,834
Employer contribution per active participant-$52
Average account balance$46,104
Benefits paid to participants$3,967,140
Plan auditDisclaimer of opinion
AuditorAAPG, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 424 accts
2023$18.0M · 424 accts · $787K emplr
2022$14.7M · 407 accts · $765K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,305
Investment management$65,256
Total administrative$108,561
The Alliance Sales & Marketing/Nc, Inc. 401(k) match · 2024
Employer contribution per active participant-$52
Median for plans this size$2,416
2023$2,363 per active participant
2022$2,377 per active participant

Alliance Sales & Marketing/Nc, 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$43,304
FAIRVIEW FINANCIAL LLC · Investment advisory (plan)$65,256

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$108,561 · 0.58%
2023$93,573 · 0.57%
2022$82,283 · 0.55%
Same employer
Similar plansWholesale Trade · North Carolina
Medi USA, LP NC$23.1M · 0.17%
Patterson Pope, Inc NC$21.0M · 0.35%
Weinig Holz-Her USA, Inc. NC$19.8M · 0.14%
Rhino Assembly Company, LLC NC$19.2M · 0.40%
Weinig Holz-Her USA, Inc. NC$19.0M · 0.14%
Minges Bottling Group, Inc. NC$17.9M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201308507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.