Plan Ledger DOL Form 5500 · updated monthly

Alliant International University401(k)

ALLIANT INTERNATIONAL UNIVERSITY RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Alliant International University reported $68,534 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,785 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 0.161%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,904th-largest of 9,483 plans among California employers on file, and the 987th of 3,091 in educational services. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,499,763
Participants with balances577
Active participants400
Employer contributions$2,313,878
Employee contributions$2,599,581
Employer contribution per active participant$5,785
Average account balance$78,856
Benefits paid to participants$4,828,374
Plan auditDisclaimer of opinion
AuditorALMICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$45.5M · 577 accts · $2.3M emplr
2023$39.7M · 574 accts · $1.9M emplr
2022$32.1M · 541 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,534
Total administrative$68,534
The Alliant International University 401(k) match · 2024
Employer contribution per active participant$5,785
Median for plans this size$2,416
2024$5,785 per active participant
2023$4,664 per active participant
2022$4,280 per active participant

Alliant International University's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$68,534
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
2024$68,534 · 0.16%
2023$58,254 · 0.16%
2022$55,414 · 0.16%
Similar plansEducational Services · California
The Athenian School CA$46.5M · 0.11%
Wildwood School CA$46.4M · 0.09%
Learneo, Inc. CA$45.7M · 0.10%
Santa Catalina School CA$43.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205683516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.