Plan Ledger DOL Form 5500 · updated monthly

Allied Power Group, LLC401(k)

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

Reported admin expense ratio · 2024
0.41%

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

Allied Power Group, LLC reported $46,030 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,062 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 0.30% to 0.41%. 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 2,750th-largest of 5,688 plans among Texas employers on file, and 7,942nd of 13,661 in manufacturing. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,279,964
Participants with balances227
Active participants371
Employer contributions$764,860
Employee contributions$1,556,727
Employer contribution per active participant$2,062
Average account balance$54,097
Benefits paid to participants$1,391,682
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 227 accts · $765K emplr
2023$10.0M · 242 accts · $640K emplr
2022$7.4M · 152 accts · $289K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,205
Investment management$28,825
Total administrative$46,030
The Allied Power Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,062
Median for plans this size$2,416
2024$2,062 per active participant
2023$1,721 per active participant
2022$835 per active participant

Allied Power Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20243
AXA ADVISORS LLC · Investment advisory (plan)$24,542
EMPOWER ADVISORY GROUP, LLC · Investment management$4,283

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$46,030 · 0.41%
2023$32,516 · 0.37%
2022$24,061 · 0.30%
Same employer
Similar plansManufacturing · Texas
Insightec Inc TX$12.3M · 0.59%
Metalforms, LTD TX$12.3M · 0.02%
Ikg USA, LLC TX$12.2M · 0.48%
Solugen, Inc. TX$12.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364819278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.