Plan Ledger DOL Form 5500 · updated monthly

Allies Inc.401(k)

ALLIES, INC. 401(K) PLAN · HAMILTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Allies Inc. reported $48,586 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $860 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 has held roughly steady near 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,307th of 2,419), and the 4,737th of 11,911 in health care & social assistance. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 838 to 958 since 2022.

Plan summary
Net assets, end of year$13,771,225
Participants with balances390
Active participants958
Employer contributions$823,816
Employee contributions$1,487,538
Employer contribution per active participant$860
Average account balance$35,311
Benefits paid to participants$1,219,419
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 390 accts · $824K emplr
2023$11.2M · 413 accts · $711K emplr
2022$9.2M · 413 accts · $678K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,455
Investment management$52,825
Total administrative$48,586
The Allies Inc. 401(k) match · 2024
Employer contribution per active participant$860
Median for plans this size$2,416
2024$860 per active participant
2023$807 per active participant
2022$809 per active participant

Allies Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
FULTON FINANCIAL ADVISORS · Recordkeeping · Consulting$12,314

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

Recordkeeper by year2
2024FULTON FINANCIAL ADVISORS
2023FULTON FINANCIAL ADVISORS

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

Administrative cost history3
2024$48,586 · 0.39%
2023$55,982 · 0.55%
2022$36,928 · 0.40%
Similar plansHealth Care & Social Assistance · New Jersey
Collagen Matrix Inc NJ$14.3M · 0.01%
Sportscare Institute Inc. NJ$14.2M · 0.67%
Twin Boro Management, LLC NJ$14.2M · 0.44%
Medemerge, LLC NJ$13.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223677684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.