Plan Ledger DOL Form 5500 · updated monthly

Alta Resources Corp.401(k)

ALTA RESOURCES CORP 401(K) SAVINGS & RETIREMENT PLAN · NEENAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Alta Resources Corp. reported $295,702 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $956 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 0.46%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 329th-largest of 1,936 plans among Wisconsin employers on file, and the 417th of 2,199 in information & media. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has shrunk from 2,087 to 1,833 since 2022.

Plan summary
Net assets, end of year$66,208,587
Participants with balances1,412
Active participants1,833
Employer contributions$1,751,678
Employee contributions$4,493,976
Employer contribution per active participant$956
Average account balance$46,890
Benefits paid to participants$10,361,948
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.2M · 1,412 accts · $1.8M emplr
2023$62.2M · 1,459 accts · $1.7M emplr
2022$52.5M · 2,750 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,978
Investment management$186,724
Total administrative$295,702
The Alta Resources Corp. 401(k) match · 2024
Employer contribution per active participant$956
Median for plans this size$3,635
2024$956 per active participant
2023$841 per active participant
2022$740 per active participant

Alta Resources Corp.'s 2024 employer contribution ran below the $3,635 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$192,516

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024$295,702 · 0.46%
2023$260,976 · 0.45%
2022$252,856 · 0.44%
Same employer
Similar plansInformation & Media · Wisconsin
Renaissance Learning, Inc. WI$217.3M · 0.28%
Skyward, Inc. WI$123.9M · 0.18%
Television Wisconsin, Inc. WI$61.8M · 0.36%
Hal Leonard LLC WI$54.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391830026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.