Plan Ledger DOL Form 5500 · updated monthly

Alumni Ventures, LLC401(k)

ALUMNI VENTURES 401(K) PLAN · MANCHESTER, NH · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Alumni Ventures, LLC reported $22,575 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,226 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 rose from 0.06% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New Hampshire (208th of 411), and 3,468th of 4,798 in finance & insurance. In 2024, employees put in $6.17 for every $1.00 the employer contributed; active participation has shrunk from 132 to 117 since 2022.

Plan summary
Net assets, end of year$15,404,147
Participants with balances191
Active participants117
Employer contributions$260,494
Employee contributions$1,607,928
Employer contribution per active participant$2,226
Average account balance$80,650
Benefits paid to participants$790,375
Plan auditUnmodified (clean) audit opinion
AuditorHALLOWELL 401(K)ASSURANCE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 191 accts · $260K emplr
2023$11.9M · 185 accts · $444K emplr
2022$8.8M · 173 accts · $591K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,075
Investment management$12,500
Total administrative$22,575
The Alumni Ventures, LLC 401(k) match · 2024
Employer contribution per active participant$2,226
Median for plans this size$2,416
2024$2,226 per active participant
2023$3,520 per active participant
2022$4,475 per active participant

Alumni Ventures, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
THE WATERFORD GROUP LLC · Investment advisory (plan)$12,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,075

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$22,575 · 0.17%
2023$28,843 · 0.28%
2022$4,997 · 0.06%
Similar plansFinance & Insurance · New Hampshire
Davis & Towle Group, Inc. NH$18.8M · 0.35%
Claremont Savings Bank NH$17.1M · 0.53%
Granite State Credit Union NH$14.0M · 0.33%
Franklin Savings Bank NH$11.3M · 0.03%
Triangle Credit Union NH$5.8M · 0.54%
Holy Rosary Credit Union NH$5.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463009852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.