Plan Ledger DOL Form 5500 · updated monthly

Allient Inc. (F/K/A/ Allied Motion Technologies Inc.)401(k)

ALLIED MOTION TECHNOLOGIES INC. 401(K) TAX ADVANTAGED INVESTMENT PLAN · AMHERST, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) reported $102,759 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $2,752 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 0.13% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 677th-largest of 5,648 plans among New York employers on file, and the 1,640th of 13,661 in manufacturing. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$122,204,336
Participants with balances1,238
Active participants999
Employer contributions$2,748,842
Employee contributions$5,741,197
Employer contribution per active participant$2,752
Average account balance$98,711
Benefits paid to participants$15,933,216
Plan auditUnmodified (clean) audit opinion
AuditorDOPKINS & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$122.2M · 1,238 accts · $2.7M emplr
2023$105.9M · 1,168 accts · $2.7M emplr
2022$89.7M · 1,098 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,759
Total administrative$102,759
The Allient Inc. (F/K/A/ Allied Motion Technologies Inc.) 401(k) match · 2024
Employer contribution per active participant$2,752
Median for plans this size$3,635
2024$2,752 per active participant
2023$2,879 per active participant
2022$2,090 per active participant

Allient Inc. (F/K/A/ Allied Motion Technologies Inc.)'s 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$102,759

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$102,759 · 0.09%
2023$84,208 · 0.09%
2022$112,527 · 0.13%
All plans at this employer2
ALLIED MOTION TECHNOLOGIES INC. EMPLOYEES' STOCK OWNERSHIP PLANESOP
ALLIED MOTION TECHNOLOGIES INC. 401(K) TAX ADVANTAGED INVESTMENT PLAN401(k)
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Source: U.S. Department of Labor, Form 5500 series, EIN 840518115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.