Plan Ledger DOL Form 5500 · updated monthly

Allied Resources Group LLC401(k)

ALLIED RESOURCES GROUP 401(K) PLAN · EXTON, PA · plan year 2025

Reported admin expense ratio · 2025
0.45%

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

Allied Resources Group LLC reported $130,981 in plan administrative expenses for 2025: 0.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,596 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 3 years on file its reported administrative ratio fell from 0.73% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,099th-largest of 3,651 plans among Pennsylvania employers on file, and the 428th of 2,534 in administrative & support services. In 2025, employees put in $2.25 for every $1.00 the employer contributed; active participation has shrunk from 599 to 483 since 2022.

Plan summary
Net assets, end of year$32,643,698
Participants with balances380
Active participants483
Employer contributions$1,254,102
Employee contributions$2,818,912
Employer contribution per active participant$2,596
Average account balance$85,904
Benefits paid to participants$3,853,761
Plan auditUnmodified (clean) audit opinion
AuditorJOSEPH J LYONS, P.C.
Plan history4
Yearassets · accounts · employer contribution
2025$32.6M · 380 accts · $1.3M emplr
2024$26.0M · 388 accts · $1.3M emplr
2023$18.2M · 398 accts · $1.2M emplr
2022$9.9M · 315 accts · $876K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$130,981
Total administrative$130,981
The Allied Resources Group LLC 401(k) match · 2025
Employer contribution per active participant$2,596
Median for plans this size$2,666
2025$2,596 per active participant
2024$2,296 per active participant
2023$1,782 per active participant
2022$1,463 per active participant

Allied Resources Group LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
M2B RETIREMENT CONSULTING, LLC · Recordkeeping$13,950
LINCOLN NATIONAL CORPORATION · Contract administrator$117,031
MORNINGSTAR · Investment advisory (plan)indirect comp

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

Recordkeeper by year3
2025M2B RETIREMENT CONSULTING, LLC
2024M2B RETIREMENT CONSULTING, LLC
2023M2B RETIREMENT CONSULTING, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$130,981 · 0.45%
2024$103,250 · 0.47%
2023$57,075 · 0.41%
2022$65,608 · 0.73%
Same employer
Similar plansAdministrative & Support Services · Pennsylvania
Aquatech International LLC PA$44.5M · 0.01%
H.L. Yoh Company LLC PA$43.9M · 0.17%
World Travel, Inc. PA$40.9M · 0.25%
Solomonedwardsgroup, LLC PA$39.3M · 0.52%
Onix Group PA$30.2M · 0.35%
U.S. Facilities, Inc. PA$29.9M · 0.45%
H.A. Berkheimer, Inc. PA$29.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843908414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.