Plan Ledger DOL Form 5500 · updated monthly

Allied Telesis, Inc.401(k)

ALLIED TELESIS 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Allied Telesis, Inc. reported $15,386 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,311 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 fell from 0.033% to 0.031%. 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 1,727th-largest of 9,483 plans among California employers on file, and the 3,083rd of 13,661 in manufacturing. In 2024, employees put in $8.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,615,030
Participants with balances292
Active participants178
Employer contributions$233,340
Employee contributions$1,945,975
Employer contribution per active participant$1,311
Average account balance$176,764
Benefits paid to participants$4,381,543
Plan auditUnmodified (clean) audit opinion
AuditorCLARK NUBER
Plan history3
Yearassets · accounts · employer contribution
2024$51.6M · 292 accts · $233K emplr
2023$47.9M · 287 accts · $230K emplr
2022$42.3M · 289 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,977
Investment management$2,409
Total administrative$15,386
The Allied Telesis, Inc. 401(k) match · 2024
Employer contribution per active participant$1,311
Median for plans this size$2,416
2024$1,311 per active participant
2023$1,411 per active participant
2022$1,378 per active participant

Allied Telesis, Inc.'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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$15,385
CHARLES SCHWAB & CO., INC. · Securities brokerage$51
CHARLES SCHWAB TRUST BANK · Trustee (directed)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 year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$15,386 · 0.03%
2023$11,524 · 0.03%
2022$15,816 · 0.03%
Same employer
Similar plansManufacturing · California
Jelly Belly Candy Company CA$52.2M · 0.01%
R Torre & Company Inc. CA$52.1M · 0.10%
Wallner Holdings, Corp CA$52.0M · 0.00%
Infinite Electronics, Inc. CA$51.5M · 0.11%
Nextracker, LLC. CA$51.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770165055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.