Plan Ledger DOL Form 5500 · updated monthly

The Aligned Company401(k)

EXTRA 401(K) PLAN · LOS ANGELES, CA · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

The Aligned Company reported $3,026 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $9,676 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 1 year on file its reported administrative ratio rose from 0.25% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (8,533rd of 9,483), and 4,690th of 4,798 in finance & insurance. In 2023, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,506,311
Participants with balances114
Active participants35
Employer contributions$338,651
Employee contributions$591,180
Employer contribution per active participant$9,676
Average account balance$13,213
Benefits paid to participants$546,854
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY MAY CO LLP
Plan history2
Yearassets · accounts · employer contribution
2024$508K · 58 accts · $15K emplr
2023$1.5M · 114 accts · $339K emplr
Administrative expenses, itemized · 2023
Investment management$3,026
Total administrative$3,026
The The Aligned Company 401(k) match · 2023
Employer contribution per active participant$9,676
Median for plans this size$1,308
2024$267 per active participant
2023$9,676 per active participant

The Aligned Company's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$3,034 · 0.30%
2023$3,026 · 0.25%
Similar plansFinance & Insurance · California
Maverick Bankcard Inc CA$1.5M · 0.12%
Universal Card, Inc CA$1.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830866845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.