Plan Ledger DOL Form 5500 · updated monthly

The Alexander Group, Inc.401(k)

THE ALEXANDER GROUP, INC. PROFIT SHARING 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

The Alexander Group, Inc. reported $23,625 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $655 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 0.01% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 233rd-largest of 1,285 plans among Arizona employers on file, and the 3,369th of 11,654 in professional & technical services. In 2024, employees put in $20.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,973,398
Participants with balances239
Active participants208
Employer contributions$136,310
Employee contributions$2,830,850
Employer contribution per active participant$655
Average account balance$163,069
Benefits paid to participants$2,031,207
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.0M · 239 accts · $136K emplr
2023$33.6M · 214 accts · $119K emplr
2022$26.4M · 204 accts · $104K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,625
Total administrative$23,625
The The Alexander Group, Inc. 401(k) match · 2024
Employer contribution per active participant$655
Median for plans this size$2,416
2024$655 per active participant
2023$582 per active participant
2022$545 per active participant

The Alexander Group, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$9,993
LINCOLN NATIONAL LIFE INSURANCE CO. · Contract administrator$13,632

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,625 · 0.07%
2023$23,139 · 0.08%
2022$2,088 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Arizona
Phoenix Logistics, LLC AZ$42.5M · 0.20%
Lowell Observatory AZ$40.2M · 0.01%
Gha Technologies, Inc. AZ$38.7M · 0.13%
Asi Operations LLC AZ$37.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133248641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.