Plan Ledger DOL Form 5500 · updated monthly

Alliance Shippers, Inc.401(k)

ALLIANCE SHIPPERS, INC. 401(K) SAVINGS PLAN · ENGLEWOOD CLIFFS, NJ · plan year 2023

Reported admin expense ratio · 2023
0.30%

Alliance Shippers, Inc. reported $98,595 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. 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 rose from 0.28% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 769th-largest of 2,419 plans among New Jersey employers on file, and the 515th of 2,677 in transportation & warehousing. active participation has shrunk from 318 to 282 since 2022.

Plan summary
Net assets, end of year$33,383,974
Participants with balances477
Active participants282
Employer contributions—
Employee contributions$1,450,884
Employer contribution per active participant—
Average account balance$69,987
Benefits paid to participants$5,754,486
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$33.4M · 477 accts
2022$32.5M · 526 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,106
Investment management$40,289
Audit (IQPA)$11,200
Total administrative$98,595
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$47,106
RAYMOND JAMES ASSOCIATES, INC. · Investment advisory (plan)$40,000
CARON & BLETZER, PLLC · Accounting / audit$11,200
CHARLES SCHWAB & CO., INC. · Securities brokerage$98
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024Not separately reported
2023$98,595 · 0.30%
2022$104,160 · 0.28%
Same employer
Similar plansTransportation & Warehousing · New Jersey
Rpm Group, Inc. NJ$39.3M · 204.98%
Shipco Transport Inc NJ$39.2M · 0.08%
A.I.G. Trucking, Inc. NJ$34.7M · 0.27%
Dana Transport Inc. NJ$31.4M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222159176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.