Plan Ledger DOL Form 5500 · updated monthly

Alpha Supported Living ServicesDC plan

403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES · BOTHELL, WA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Alpha Supported Living Services reported $9,798 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $734 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 0.06% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (997th of 1,714), and the 5,274th of 11,911 in health care & social assistance. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 946 to 1,165 since 2022.

Plan summary
Net assets, end of year$11,543,137
Participants with balances827
Active participants1,165
Employer contributions$855,651
Employee contributions$928,257
Employer contribution per active participant$734
Average account balance$13,958
Benefits paid to participants$1,397,997
Plan auditUnmodified (clean) audit opinion
AuditorSMITH BUNDAY BERMAN BRITTON
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 827 accts · $856K emplr
2023$9.9M · 881 accts · $751K emplr
2022$7.5M · 846 accts · $667K emplr
Employer contributions to the Alpha Supported Living Services plan · 2024
Employer contribution per active participant$734
Median for plans this size$2,416
2024$734 per active participant
2023$713 per active participant
2022$705 per active participant

Alpha Supported Living Services's 2024 employer contribution ran below the $2,416 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$13,391

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$9,798 · 0.09%
2023$6,164 · 0.07%
2022$4,786 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Northwest Pathology, Ps WA$12.0M · 0.47%
Vera Whole Health Inc WA$11.1M · 0.55%
Children's Therapy Center WA$11.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910933802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.