Plan Ledger DOL Form 5500 · updated monthly

Alpha Management, Inc.401(k)

ALPHA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST · NORTH BALTIMORE, OH · plan year 2022

Reported admin expense ratio · 2022
0.69%

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

Alpha Management, Inc. reported $9,600 in plan administrative expenses for 2022: 0.69% of average plan assets, above the peer median. Employer contributions averaged $598 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Ohio (3,122nd of 3,295), and 2,111th of 2,534 in administrative & support services. In 2022, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,271,038
Participants with balances54
Active participants121
Employer contributions$72,326
Employee contributions$168,187
Employer contribution per active participant$598
Average account balance$23,538
Benefits paid to participants$221,692
Plan auditUnmodified (clean) audit opinion
AuditorHOLBROOK & MANTER, INC.
Administrative expenses, itemized · 2022
Investment management$9,600
Total administrative$9,600
The Alpha Management, Inc. 401(k) match · 2022
Employer contribution per active participant$598
Median for plans this size$1,114

Alpha Management, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,600 · 0.69%
Similar plansAdministrative & Support Services · Ohio
Mancan, Inc OH$2.0M · 0.55%
Nsg, Inc. OH$1.5M · 1.95%
Whitehouse Ohio Works OH$1.1M · 1.86%
Envelope 1 Inc OH$1.0M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341866808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.