Plan Ledger DOL Form 5500 · updated monthly

Alpha Omega Integration, LLC401(k)

ALPHA OMEGA INTEGRATION, LLC 401(K) RETIREMENT TRUST · MCLEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Alpha Omega Integration, LLC reported $136,455 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,701 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 fell from 0.72% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 877th-largest of 2,266 plans among Virginia employers on file, and the 4,877th of 11,654 in professional & technical services. In 2024, employees put in $3.08 for every $1.00 the employer contributed; active participation has grown from 360 to 502 since 2022.

Plan summary
Net assets, end of year$24,150,241
Participants with balances624
Active participants502
Employer contributions$1,355,662
Employee contributions$4,170,362
Employer contribution per active participant$2,701
Average account balance$38,702
Benefits paid to participants$3,755,229
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 624 accts · $1.4M emplr
2023$18.8M · 516 accts · $1.3M emplr
2022$13.9M · 459 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,597
Investment management$29,858
Total administrative$136,455
The Alpha Omega Integration, LLC 401(k) match · 2024
Employer contribution per active participant$2,701
Median for plans this size$2,416
2024$2,701 per active participant
2023$3,071 per active participant
2022$2,884 per active participant

Alpha Omega Integration, LLC'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 · 20244
COASTAL PENSION SERVICES, INC. · Contract administrator$32,984
NFP RETIREMENT INC · Investment advisory (plan)$29,858
EMPOWER ADVISORY GROUP, LLC · Investment management$22,227

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$136,455 · 0.64%
2023$93,598 · 0.57%
2022$98,296 · 0.72%
Same employer
Similar plansProfessional & Technical Services · Virginia
Inserso Corporation VA$24.3M · 0.65%
Hawaii Pacific Foundation VA$24.3M · 0.04%
Bart & Associates, LLC VA$24.0M · 0.32%
Netimpact Strategies, Inc. VA$23.9M · 0.47%
Froehling & Robertson, Inc. VA$23.7M · 0.20%
Quadrint, Inc. VA$23.5M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271860729 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.