Plan Ledger DOL Form 5500 · updated monthly

Alloy & Stainless Fasteners, Inc.401(k)

ALLOY & STAINLESS FASTENERS, INC. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Alloy & Stainless Fasteners, Inc. reported $43,102 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $999 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 0.16% to 0.25%. 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 2,143rd-largest of 5,688 plans among Texas employers on file, and the 6,251st of 13,661 in manufacturing. In 2024, employees put in $3.16 for every $1.00 the employer contributed; active participation has grown from 294 to 324 since 2022.

Plan summary
Net assets, end of year$18,386,986
Participants with balances252
Active participants324
Employer contributions$323,787
Employee contributions$1,024,483
Employer contribution per active participant$999
Average account balance$72,964
Benefits paid to participants$735,016
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 252 accts · $324K emplr
2023$16.0M · 253 accts · $388K emplr
2022$13.5M · 256 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,225
Investment management$41,877
Total administrative$43,102
The Alloy & Stainless Fasteners, Inc. 401(k) match · 2024
Employer contribution per active participant$999
Median for plans this size$2,416
2024$999 per active participant
2023$1,252 per active participant
2022$936 per active participant

Alloy & Stainless Fasteners, 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 · 20243
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$21,858
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$20,019
JPMORGAN INVEST HOLDINGS LLC$1,225

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$43,102 · 0.25%
2023$34,700 · 0.24%
2022$22,253 · 0.16%
Same employer
Similar plansManufacturing · Texas
Republic Elite, LLC TX$18.8M · 0.67%
Leonard Holding Company TX$18.5M · 0.30%
Interceramic, Inc. TX$18.5M · 0.05%
Colt Services, LP TX$18.4M · 0.27%
Elamex USA, Corp. TX$18.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231999158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.