Plan Ledger DOL Form 5500 · updated monthly

Alm Global, LLC401(k)

ALM GLOBAL, LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Alm Global, LLC reported $241,753 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,875 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 0.27%. 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 862nd-largest of 5,648 plans among New York employers on file, and the 2,036th of 13,661 in manufacturing. In 2024, employees put in $4.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,855,187
Participants with balances962
Active participants376
Employer contributions$704,990
Employee contributions$3,189,232
Employer contribution per active participant$1,875
Average account balance$94,444
Benefits paid to participants$13,485,824
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$90.9M · 962 accts · $705K emplr
2023$87.5M · 1,008 accts · $773K emplr
2022$75.6M · 1,044 accts · $643K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$135,628
Investment management$84,825
Audit (IQPA)$21,300
Total administrative$241,753
The Alm Global, LLC 401(k) match · 2024
Employer contribution per active participant$1,875
Median for plans this size$3,635
2024$1,875 per active participant
2023$1,987 per active participant
2022$1,542 per active participant

Alm Global, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$44,693
EMPOWER ADVISORY GROUP, LLC · Investment management$40,132
BDG-CPAS · Accounting / audit$21,300

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$241,753 · 0.27%
2023$235,898 · 0.29%
2022$239,947 · 0.28%
Same employer
Similar plansManufacturing · New York
Nissha USA, Inc. NY$97.0M · 0.04%
Derrick Corporation NY$95.6M · 0.12%
Curtis Instruments, Inc. NY$92.4M · 0.23%
Src Ventures, Inc. NY$88.0M · 0.06%
Tessy Plastics Corp NY$85.1M · 0.24%
Cutco Cutlery Corporation NY$82.7M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133273851 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.