Plan Ledger DOL Form 5500 · updated monthly

Alphausa Holdings Inc.401(k)

ALPHAUSA HOLDINGS 401(K) RETIREMENT PLAN · WILSONVILLE, OR · plan year 2024

Reported admin expense ratio · 2024
1.49%

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

Alphausa Holdings Inc. reported $75,809 in plan administrative expenses for 2024: 1.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $471 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 1.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (724th of 1,021), and 3,582nd of 5,215 in retail trade. In 2024, employees put in $8.50 for every $1.00 the employer contributed; active participation has grown from 175 to 238 since 2022.

Plan summary
Net assets, end of year$5,660,754
Participants with balances261
Active participants238
Employer contributions$111,988
Employee contributions$952,052
Employer contribution per active participant$471
Average account balance$21,689
Benefits paid to participants$519,391
Plan auditUnmodified (clean) audit opinion
AuditorPENSION ASSURANCE
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 261 accts · $112K emplr
2023$4.5M · 232 accts · $111K emplr
2022$3.8M · 233 accts · $101K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,384
Investment management$12,425
Total administrative$75,809
The Alphausa Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$471
Median for plans this size$1,313
2024$471 per active participant
2023$628 per active participant
2022$576 per active participant

Alphausa Holdings Inc.'s 2024 employer contribution ran below the $1,313 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$63,384
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$12,425

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$75,809 · 1.49%
2023$64,458 · 1.55%
2022$60,273 · 1.55%
Similar plansRetail Trade · Oregon
Mini Pet Mart, Inc. OR$6.4M · 0.10%
Space Age Fuel, Inc. OR$6.2M · 1.05%
Jbc Limited, LLC OR$5.1M · 0.55%
Nelson Tire, Inc. OR$5.0M · 1.23%
Wsco Petroleum Corp. OR$4.6M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352622801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.