Plan Ledger DOL Form 5500 · updated monthly

The Alpha Corporation of Tennessee401(k)

THE ALPHA CORPORATION OF TENNESSEE RETIREMENT SAVINGS PLAN · COLLIERVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The Alpha Corporation of Tennessee reported $15,333 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,644 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 0.012% to 0.014%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 148th-largest of 1,496 plans among Tennessee employers on file, and the 1,718th of 13,661 in manufacturing. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$115,061,829
Participants with balances501
Active participants420
Employer contributions$2,790,512
Employee contributions$5,413,135
Employer contribution per active participant$6,644
Average account balance$229,664
Benefits paid to participants$10,975,153
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.1M · 501 accts · $2.8M emplr
2023$103.4M · 503 accts · $2.5M emplr
2022$93.0M · 509 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,000
Investment management$9,333
Total administrative$15,333
The The Alpha Corporation of Tennessee 401(k) match · 2024
Employer contribution per active participant$6,644
Median for plans this size$3,635
2024$6,644 per active participant
2023$5,827 per active participant
2022$5,271 per active participant

The Alpha Corporation of Tennessee's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$15,333

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$15,333 · 0.01%
2023$12,046 · 0.01%
2022$12,006 · 0.01%
Same employer
Similar plansManufacturing · Tennessee
Abg Operating, LLC TN$124.1M · 0.21%
Bryce Corporation TN$115.3M · 0.12%
Lallemand USA, Inc. TN$102.2M · 0.17%
Carlex Glass America, LLC TN$102.1M · 0.26%
Deroyal Industries, Inc. TN$101.4M · 0.03%
Resource Label Group LLC TN$98.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621173820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.