Plan Ledger DOL Form 5500 · updated monthly

Alliance Water Resources, Inc.401(k)

ALLIANCE WATER RESOURCES, INC. PROFIT SHARING/401K PLAN · COLUMBIA, MO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Alliance Water Resources, Inc. reported $65,049 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,059 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 0.32%. 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 582nd-largest of 1,393 plans among Missouri employers on file, and the 5,394th of 11,654 in professional & technical services. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has grown from 287 to 320 since 2022.

Plan summary
Net assets, end of year$20,898,653
Participants with balances391
Active participants320
Employer contributions$658,848
Employee contributions$934,030
Employer contribution per active participant$2,059
Average account balance$53,449
Benefits paid to participants$3,561,722
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 391 accts · $659K emplr
2023$19.8M · 382 accts · $664K emplr
2022$17.6M · 362 accts · $635K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,029
Investment management$34,020
Total administrative$65,049
The Alliance Water Resources, Inc. 401(k) match · 2024
Employer contribution per active participant$2,059
Median for plans this size$2,416
2024$2,059 per active participant
2023$2,107 per active participant
2022$2,213 per active participant

Alliance Water Resources, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Recordkeeping · Loan processing$37,779
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$27,000

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$65,049 · 0.32%
2023$65,514 · 0.35%
2022$66,876 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Missouri
Lawrence Group People, LLC MO$22.5M · 0.32%
Toth & Associates, Inc. MO$21.7M · 0.12%
Group 360, Inc. MO$21.2M · 0.39%
Hughesleahykarlovic, Inc. MO$20.5M · 0.54%
Horner & Shifrin, Inc MO$20.3M · 0.00%
The McClure Corporation MO$19.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431082819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.