Plan Ledger DOL Form 5500 · updated monthly

Alphia, Inc.401(k)

ALPHIA, INC. 401(K) PLAN · BERN, KS · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Alphia, Inc. reported $169,795 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,958 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 0.36% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 127th-largest of 828 plans among Kansas employers on file, and the 2,921st of 13,661 in manufacturing. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has shrunk from 974 to 844 since 2022.

Plan summary
Net assets, end of year$55,491,536
Participants with balances1,105
Active participants844
Employer contributions$3,340,430
Employee contributions$4,509,895
Employer contribution per active participant$3,958
Average account balance$50,219
Benefits paid to participants$11,962,167
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$55.5M · 1,105 accts · $3.3M emplr
2023$52.6M · 1,211 accts · $3.5M emplr
2022$42.0M · 1,152 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,100
Investment management$71,248
Total administrative$169,795
The Alphia, Inc. 401(k) match · 2024
Employer contribution per active participant$3,958
Median for plans this size$3,635
2024$3,958 per active participant
2023$3,506 per active participant
2022$2,744 per active participant

Alphia, Inc.'s 2024 employer contribution ran above the $3,635 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$51,960
EMPOWER ADVISORY GROUP, LLC · Investment management$19,288
QDRO CONSULTANTS COMPANY, LLC · Consulting$300

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$169,795 · 0.31%
2023$132,283 · 0.28%
2022$106,561 · 0.36%
Same employer
Similar plansManufacturing · Kansas
Mgpi Processing, Inc. KS$58.4M · 0.09%
Wireco Worldgroup Inc. KS$58.3M · 0.09%
Learjet Inc. KS$57.1M · 0.07%
Gill Studios, Inc. KS$55.9M · 0.17%
American Implement, Inc. KS$53.8M · 0.37%
Landoll Company, LLC KS$51.5M · 0.04%
Kalmar USA Holding, Inc KS$50.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930904319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.