Plan Ledger DOL Form 5500 · updated monthly

T Alliance Holdings, Inc.ESOP

TITLE ALLIANCE EMPLOYEE STOCK OWNERSHIP PLAN · MEDIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.20%

T Alliance Holdings, Inc. reported $3,920 in plan administrative expenses for 2022: 0.20% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Pennsylvania (3,452nd of 3,651), and 4,692nd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$1,447,084
Participants with balances278
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$5,205
Benefits paid to participants$1,014,616
Plan auditUnmodified (clean) audit opinion
AuditorRAINER & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$1.4M · 278 accts
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$3,920 · 0.20%
Similar plansFinance & Insurance · Pennsylvania
Amres Corporation PA$2.1M · 0.63%
Ignitist, Inc. PA$970K · 1.80%
Filo Mortgage, LLC PA$647K · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863487443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.