Plan Ledger DOL Form 5500 · updated monthly

Allied Mortgage Group, Inc.401(k)

ALLIED MORTGAGE GROUP, INC. PROFIT SHARING PLAN · BALA CYNWYD, PA · plan year 2024

Reported admin expense ratio · 2024
0.48%

Allied Mortgage Group, Inc. reported $60,873 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. 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 0.482%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Pennsylvania (2,001st of 3,651), and 3,672nd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$13,211,778
Participants with balances227
Active participants197
Employer contributions—
Employee contributions$941,541
Employer contribution per active participant—
Average account balance$58,202
Benefits paid to participants$1,147,810
Plan auditUnmodified (clean) audit opinion
AuditorHAEFELE FLANAGAN & CO. P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 227 accts
2023$12.0M · 233 accts
2022$10.4M · 222 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,346
Investment management$36,527
Total administrative$60,873
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 · 20243
NORTHWESTERN MUTUAL INVESTMENT SERV · Recordkeeping · Trustee$36,526
ADP, INC. · Loan processing · Recordkeeping$24,388
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect 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
2024ADP, NORTHWESTERN MUTUAL INVESTMENT SERV
2023ADP, NORTHWESTERN MUTUAL INVESTMENT SERV

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Administrative cost history3
2024$60,873 · 0.48%
2023$61,885 · 0.55%
2022$52,674 · 0.48%
Same employer
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Kismet Peo, LLC PA$13.8M · 0.39%
R&Q Solutions PA$13.1M · 0.18%
Woodlands Bank PA$11.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232721546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.