Plan Ledger DOL Form 5500 · updated monthly

Allied Associates International, Inc.401(k)

ALLIED ASSOCIATES INTERNATIONAL 401(K) RETIREMENT PLAN · GAINESVILLE, VA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Allied Associates International, Inc. reported $3,032 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $17,736 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 655th-largest of 2,266 plans among Virginia employers on file, and the 3,696th of 11,654 in professional & technical services. In 2022, the employer put in $1.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$34,829,642
Participants with balances165
Active participants111
Employer contributions$1,968,720
Employee contributions$1,291,505
Employer contribution per active participant$17,736
Average account balance$211,089
Benefits paid to participants$449,119
Plan auditUnmodified (clean) audit opinion
AuditorGROSS MENDELSOHN AND ASSOCIATES
Administrative expenses, itemized · 2022
Investment management$488
Total administrative$3,032
The Allied Associates International, Inc. 401(k) match · 2022
Employer contribution per active participant$17,736
Median for plans this size$2,266

Allied Associates International, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,032 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Virginia
Cruz Associates, Inc. VA$35.2M · 0.02%
Trace Systems Inc. VA$35.0M · 0.38%
RG5 LLC VA$34.7M · 0.31%
McI USA Operating Co VA$34.7M · 0.34%
Hantzmon Wiebel LLP VA$34.5M · 0.24%
Kihomac, Inc. VA$34.4M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 261929994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.