Plan Ledger DOL Form 5500 · updated monthly

The Alliance, Inc.Profit-sharing plan

THE ALLIANCE RETIREMENT PLAN · MINNEAPOLIS, MN · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

The Alliance, Inc. reported $108,758 in plan administrative expenses for 2023: 0.13% of average plan assets, above the peer median. Employer contributions averaged $14,077 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 fell from 0.14% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 295th-largest of 1,918 plans among Minnesota employers on file, and the 1,607th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$93,462,582
Participants with balances171
Active participants126
Employer contributions$1,773,715
Employee contributions$0
Employer contribution per active participant$14,077
Average account balance$546,565
Benefits paid to participants$3,054,311
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.1M · 172 accts · $2.1M emplr
2023$93.5M · 171 accts · $1.8M emplr
2022$71.4M · $1.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$81,547
Investment management$11,461
Audit (IQPA)$15,750
Total administrative$108,758
Employer contributions to the The Alliance, Inc. plan · 2023
Employer contribution per active participant$14,077
Median for plans this size$3,659
2024$15,700 per active participant
2023$14,077 per active participant
2022$12,531 per active participant

The Alliance, Inc.'s 2023 employer contribution ran above the $3,659 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.

Service providers · 20233
CLIFTONLARSONALLEN LLP · Accounting / audit$15,750
EMPOWER ADVISORY GROUP, LLC · Investment management$11,461

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

Administrative cost history3
2024$113,517 · 0.13%
2023$108,758 · 0.13%
2022$100,798 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Minnesota
ONE10 LLC MN$98.1M · 0.12%
Rsp Architects, LTD MN$91.5M · 0.01%
Antea USA, Inc. MN$90.3M · 0.03%
Isg Difference, Inc. MN$89.6M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 410963427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.