Plan Ledger DOL Form 5500 · updated monthly

Alorica, Inc.401(k)

ALORICA 401(K) RETIREMENT PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Alorica, Inc. reported $393,898 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $98 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 0.08% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 718th-largest of 9,483 plans among California employers on file, and the 1,068th of 11,654 in professional & technical services. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$145,564,808
Participants with balances3,239
Active participants17,563
Employer contributions$1,720,044
Employee contributions$5,577,913
Employer contribution per active participant$98
Average account balance$44,941
Benefits paid to participants$21,120,832
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$145.6M · 3,239 accts · $1.7M emplr
2023$139.6M · 3,498 accts · $1.9M emplr
2022$128.9M · 3,890 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$252,592
Investment management$93,136
Audit (IQPA)$41,500
Total administrative$393,898
The Alorica, Inc. 401(k) match · 2024
Employer contribution per active participant$98
Median for plans this size$3,635
2024$98 per active participant
2023$110 per active participant
2022$116 per active participant

Alorica, Inc.'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 · 20243
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$252,592
MORGAN STANLEY$93,136
BDO USA P.C.$41,500

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$393,898 · 0.28%
2023$349,033 · 0.26%
2022$120,073 · 0.08%
Same employer
Similar plansProfessional & Technical Services · California
Willdan Group, Inc. CA$148.8M · 0.25%
Nektar Therapeutics CA$143.5M · 0.03%
Bill Holdings, Inc. CA$143.4M · 0.11%
Cohesity, Inc. CA$142.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954740339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.