Plan Ledger DOL Form 5500 · updated monthly

Alogent Holdings, Inc.401(k)

ALOGENT 401(K) PLAN · PEACHTREE CORNERS, GA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Alogent Holdings, Inc. reported $56,686 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,800 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 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 732nd-largest of 2,160 plans among Georgia employers on file, and the 859th of 2,199 in information & media. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,118,374
Participants with balances269
Active participants207
Employer contributions$786,701
Employee contributions$1,897,498
Employer contribution per active participant$3,800
Average account balance$97,094
Benefits paid to participants$3,328,537
Plan auditUnmodified (clean) audit opinion
AuditorMOORE COLSON & CO, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 269 accts · $787K emplr
2023$22.4M · 276 accts · $825K emplr
2022$19.1M · 257 accts · $745K emplr
The Alogent Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,800
Median for plans this size$2,416
2024$3,800 per active participant
2023$3,928 per active participant
2022$3,744 per active participant

Alogent Holdings, Inc.'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 · 20248
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$56,686
MFS FUNDS · Investment managementindirect comp
MET WEST FUNDS · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
LEGG MASON · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$56,686 · 0.23%
2023$56,206 · 0.27%
2022$33,288 · 0.16%
Same employer
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Callrail GA$24.2M · 0.27%
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Source: U.S. Department of Labor, Form 5500 series, EIN 364869272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.