Plan Ledger DOL Form 5500 · updated monthly

Ncp Capco Development Co, Inc.Profit-sharing plan

ALLIANCE PARTNERS 401(K) PLAN · BIRMINGHAM, AL · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Ncp Capco Development Co, Inc. reported $26,288 in plan administrative expenses for 2023: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,175 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 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Alabama (567th of 902), and 627th of 786 in management of companies. In 2023, employees put in $3.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,389,439
Participants with balances132
Active participants175
Employer contributions$205,575
Employee contributions$630,053
Employer contribution per active participant$1,175
Average account balance$48,405
Benefits paid to participants$513,961
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$6.4M · 132 accts · $206K emplr
2022$5.1M · 147 accts · $210K emplr
Employer contributions to the Ncp Capco Development Co, Inc. plan · 2023
Employer contribution per active participant$1,175
Median for plans this size$1,308
2023$1,175 per active participant
2022$1,175 per active participant

Ncp Capco Development Co, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
WAVERLY ADVISORS, LLC · Pension consulting · Investment advisory (participants)$26,288

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

Administrative cost history2
2023$26,288 · 0.46%
2022$34,684 · 0.44%
Similar plansManagement of Companies · Alabama
The Hiller Companies, LLC. AL$69.4M · 0.28%
Prohealth Group, Inc. AL$3.3M · 0.96%
Mayco Manufacturing, LLC AL$3.3M · 1.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460480008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.