Plan Ledger DOL Form 5500 · updated monthly

Allied Management Inc.401(k)

ALLIED 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

Allied Management Inc. reported $35,774 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. 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 0.271%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,424th-largest of 5,688 plans among Texas employers on file, and 7,068th of 13,661 in manufacturing. active participation has grown from 491 to 723 since 2022.

Plan summary
Net assets, end of year$15,083,883
Participants with balances206
Active participants723
Employer contributions—
Employee contributions$1,318,426
Employer contribution per active participant—
Average account balance$73,223
Benefits paid to participants$1,487,015
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN, SPIRA AND COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 206 accts
2023$11.4M · 158 accts
2022$9.2M · 147 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,379
Investment management$9,381
Trustee / custodial$6,792
Total administrative$35,774
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 · 20241
BOKF, NA · Custodial (securities) · Trustee$35,773

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$35,774 · 0.27%
2023$23,108 · 0.22%
2022$26,496 · 0.27%
Same employer
Similar plansManufacturing · Texas
Mayekawa USA, Inc. TX$15.3M · 0.46%
Proserv Operations, LLC TX$15.3M · 0.69%
Bexar Concrete Works I, LTD TX$15.2M · 0.01%
Micropac Industries Inc. TX$15.1M · 0.44%
Sunny Sky Products, LLC TX$15.0M · 0.81%
Empower Clinic Services LLC TX$14.9M · 0.91%
Rigid Global Buildings LLC TX$14.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 301007753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.