Plan Ledger DOL Form 5500 · updated monthly

ARLOZOROV9, Inc.401(k)

ALMA 401(K) RETIREMENT PLAN AND TRUST · BROOKLYN, NY · plan year 2024

Reported admin expense ratio · 2024
0.45%

ARLOZOROV9, Inc. reported $37,661 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.19% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,515th of 5,648), and 7,773rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$10,711,902
Participants with balances368
Active participants560
Employer contributions—
Employee contributions$3,463,491
Employer contribution per active participant—
Average account balance$29,108
Benefits paid to participants$578,065
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH AND BROWN PC.
Plan history2
Yearassets · accounts · employer contribution
2024$10.7M · 368 accts
2023$5.9M · 293 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,828
Investment management$33,833
Total administrative$37,661
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
BURNHAM GIBSON WEALTH ADVISORS, INC · Recordkeeping · Pension consulting$18,111
ALERA INVESTMENT ADVISORS, LLC · Recordkeeping · Pension consulting$15,721
ADP, INC. · Loan processing · Recordkeeping$3,828
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, ALERA INVESTMENT ADVISORS, LLC, BURNHAM GIBSON WEALTH ADVISORS, INC
2023ADP, BURNHAM GIBSON WEALTH ADVISORS, INC

This plan has changed recordkeepers within these filings. If you left ARLOZOROV9, Inc. 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$37,661 · 0.45%
2023$11,342 · 0.19%
Same employer
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Caipa Mso LLC NY$11.2M · 0.62%
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Billups, LLC NY$11.1M · 0.06%
Celerant Technology Corp NY$11.0M · 0.24%
The Expert Institute NY$10.7M · 0.68%
Mololamken, LLP NY$10.7M · 0.57%
Mekanism, Inc. NY$10.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823454045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.