Plan Ledger DOL Form 5500 · updated monthly

Alpine Management Services LLC401(k)

ALPINE MANAGEMENT SERVICES III 401(K) PROFIT SHARING PLAN & TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Alpine Management Services LLC reported $52,991 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $7,161 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 has held roughly steady near 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 3,370th-largest of 9,483 plans among California employers on file, and 421st of 786 in management of companies. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,248,138
Participants with balances139
Active participants184
Employer contributions$1,317,577
Employee contributions$2,869,168
Employer contribution per active participant$7,161
Average account balance$160,059
Benefits paid to participants$536,248
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA INC
Plan history2
Yearassets · accounts · employer contribution
2024$22.2M · 139 accts · $1.3M emplr
2023$15.0M · 217 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,902
Investment management$36,089
Total administrative$52,991
The Alpine Management Services LLC 401(k) match · 2024
Employer contribution per active participant$7,161
Median for plans this size$2,416
2024$7,161 per active participant
2023$6,894 per active participant

Alpine Management Services LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
PAYCHEX, INC. · Recordkeeping$15,657
KESTRA ADVISORY SERVICES · Investment advisory (participants)$36,089

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

Recordkeeper by year2
2024Paychex
2023KESTRA ADVISORY SERVICES, Paychex

This plan has changed recordkeepers within these filings. If you left Alpine Management Services LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$52,991 · 0.28%
2023$35,541 · 0.30%
Same employer
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Jam City CA$30.0M · 0.05%
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Atb Administration LLC CA$23.7M · 0.23%
Ctc Global Corporation CA$19.0M · 0.16%
Evertrust Bank CA$18.0M · 0.30%
Mega International, LLC CA$17.5M · 0.90%
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Source: U.S. Department of Labor, Form 5500 series, EIN 270368581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.