Plan Ledger DOL Form 5500 · updated monthly

Ally Medical Management, LLC401(k)

ALLY MEDICAL RETIREMENT PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Ally Medical Management, LLC reported $7,571 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $1,504 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 1 year on file its reported administrative ratio rose from 0.04% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,663rd of 5,688), and 9,447th of 11,911 in health care & social assistance. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,749,734
Participants with balances186
Active participants358
Employer contributions$538,265
Employee contributions$817,156
Employer contribution per active participant$1,504
Average account balance$14,784
Benefits paid to participants$94,161
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT MILLER CPA AND ASSOCIATES,PC
Plan history2
Yearassets · accounts · employer contribution
2024$2.7M · 186 accts · $538K emplr
2023$1.1M · 136 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,071
Investment management$800
Total administrative$7,571
The Ally Medical Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,504
Median for plans this size$1,313
2024$1,504 per active participant
2023$904 per active participant

Ally Medical Management, LLC's 2024 employer contribution ran above the $1,313 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
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$968
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)$56
ALLIANCE BENEFIT GROUP OF HOUSTON · Other servicesindirect comp

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

Administrative cost history2
2024$7,571 · 0.40%
2023$397 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Found Health Inc. TX$2.9M · 0.10%
Aranscia, LLC TX$2.8M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475067134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.