Allied Equipment, Inc.401(k)
ALLIED EQUIPMENT 401(K) PLAN · FREDERICKSBURG, TX · plan year 2019
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Allied Equipment, Inc. reported $18,773 in plan administrative expenses for 2019: 1.07% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,606 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 1 year on file its reported administrative ratio rose from 1.07% to 1.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 238 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (5,053rd of 5,688), and 12,996th of 13,661 in manufacturing. In 2019, employees put in $1.93 for every $1.00 the employer contributed.
Allied Equipment, Inc.'s 2019 employer contribution ran above the $892 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.
Annual cost at the plan's reported 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 752203675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.