Plan Ledger DOL Form 5500 · updated monthly

Allied Digestive Health, LLC401(k)

ALLIED DIGESTIVE HEALTH 401(K) PLAN · WEST LONG BRANCH, NJ · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Allied Digestive Health, LLC reported $267,409 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,260 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 0.31% to 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 400th-largest of 2,419 plans among New Jersey employers on file, and the 1,186th of 11,911 in health care & social assistance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 439 to 947 since 2022.

Plan summary
Net assets, end of year$89,615,339
Participants with balances1,027
Active participants947
Employer contributions$7,822,608
Employee contributions$6,142,443
Employer contribution per active participant$8,260
Average account balance$87,259
Benefits paid to participants$2,309,004
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI AND O'CONNELL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$89.6M · 1,027 accts · $7.8M emplr
2023$64.7M · 888 accts · $6.9M emplr
2022$62.7M · 478 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,456
Investment management$48,163
Audit (IQPA)$77,790
Total administrative$267,409
The Allied Digestive Health, LLC 401(k) match · 2024
Employer contribution per active participant$8,260
Median for plans this size$3,635
2024$8,260 per active participant
2023$9,460 per active participant
2022$11,134 per active participant

Allied Digestive Health, LLC's 2024 employer contribution ran above the $3,635 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 · 20244
USI ADVISORS INC · Investment advisory (plan)$32,407
EMPOWER ADVISORY GROUP, LLC · Investment management$13,250
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$2,506

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

Administrative cost history3
2024$267,409 · 0.35%
2023$373,313 · 0.59%
2022$184,840 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Mfa Benefits LLC NJ$100.5M · 0.41%
Bancroft NJ$96.6M · 0.22%
Care One Management, LLC NJ$85.4M · 0.42%
Careplus Bergen Inc. NJ$78.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463915494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.