Plan Ledger DOL Form 5500 · updated monthly

Alpha Mills Corporation401(k)

ALPHA MILLS CORPORATION 401(K) PROFIT SHARING PLAN & TRUST · SCHUYLKILL HAVEN, PA · plan year 2023

Reported admin expense ratio · 2023
1.21%

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

Alpha Mills Corporation reported $23,162 in plan administrative expenses for 2023: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 has held roughly steady near 1.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (3,336th of 3,651), and 10,855th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,066,833
Participants with balances99
Active participants168
Employer contributions$0
Employee contributions$65,375
Employer contribution per active participant$0
Average account balance$20,877
Benefits paid to participants$27,605
Plan auditUnmodified (clean) audit opinion
AuditorJONES AND CO., P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$2.1M · 99 accts
2022$1.7M · 105 accts · $554 emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,792
Investment management$10,510
Trustee / custodial$860
Total administrative$23,162
The Alpha Mills Corporation 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Alpha Mills Corporation's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PAYCHEX, INC. · Investment advisory (plan) · Recordkeeping$11,828
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan) · Recordkeeping$10,510

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

Administrative cost history2
2023$23,162 · 1.21%
2022$24,028 · 1.23%
Similar plansProfessional & Technical Services · Pennsylvania
Reliant Holdings, Inc. PA$2.7M · 0.09%
Synergy Inspections, LLC PA$2.4M · 0.62%
Hanes Erie, Inc. PA$1.9M · 0.95%
Moran Industries Inc PA$1.7M · 0.84%
Clark Laboratories, LLC PA$1.7M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231303971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.