Plan Ledger DOL Form 5500 · updated monthly

Alphanumeric Systems, Inc.401(k)

THE ALPHANUMERIC SYSTEMS 401(K) PROFIT SHARING PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Alphanumeric Systems, Inc. reported $27,384 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.252%. 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 among the smaller plans on file in North Carolina (1,030th of 2,005), and 7,584th of 11,654 in professional & technical services. active participation has shrunk from 208 to 154 since 2022.

Plan summary
Net assets, end of year$11,363,164
Participants with balances216
Active participants154
Employer contributions$0
Employee contributions$828,971
Employer contribution per active participant$0
Average account balance$52,607
Benefits paid to participants$1,020,654
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 216 accts
2023$10.3M · 228 accts
2022$8.4M · 244 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,263
Investment management$26,121
Total administrative$27,384
The Alphanumeric Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Alphanumeric Systems, Inc.'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 · 20242
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$26,121
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,263

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$27,384 · 0.25%
2023$22,996 · 0.25%
2022$22,972 · 0.25%
Same employer
Similar plansProfessional & Technical Services · North Carolina
J. Davis Architects, PC NC$11.6M · 0.04%
D'Amato & Lynch, LLP NC$11.4M · 0.01%
Spreedly Inc. NC$11.3M · 0.78%
Mediant Communications Inc. NC$10.9M · 0.04%
Siteworx Holdings, LLC NC$10.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561240646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.