Plan Ledger DOL Form 5500 · updated monthly

Alloy Holdings, LLC401(k)

ALLOY HOLDINGS 401(K) PLAN · PROVIDENCE, RI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Alloy Holdings, LLC reported $117,626 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,639 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 has held roughly steady near 0.44%. 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 100th-largest of 286 plans among Rhode Island employers on file, and the 4,746th of 13,661 in manufacturing. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,930,414
Participants with balances299
Active participants290
Employer contributions$765,291
Employee contributions$1,705,047
Employer contribution per active participant$2,639
Average account balance$93,413
Benefits paid to participants$3,792,806
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$27.9M · 299 accts · $765K emplr
2023$25.7M · 283 accts · $545K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,496
Investment management$106,130
Total administrative$117,626
The Alloy Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,639
Median for plans this size$2,416
2024$2,639 per active participant
2023$1,946 per active participant

Alloy Holdings, LLC's 2024 employer contribution ran above 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 · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Pension consulting$112,480

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

Recordkeeper by year2
2024Alerus
2023Alerus

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Administrative cost history2
2024$117,626 · 0.44%
2023$70,999 · 0.45%
Same employer
Similar plansManufacturing · Rhode Island
Senvias, Inc. RI$30.2M · 0.62%
Mahr Inc. RI$29.1M · 0.01%
Greystone of Lincoln Inc RI$27.9M · 0.05%
A.T. Cross Company LLC RI$21.8M · 0.19%
Atw Companies, Inc. RI$21.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464144438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.