Plan Ledger DOL Form 5500 · updated monthly

The Homeless Alliance Inc.401(k)

THE HOMELESS ALLIANCE 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2022

Reported admin expense ratio · 2022
0.17%

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

The Homeless Alliance Inc. reported $400 in plan administrative expenses for 2022: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $533 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (711th of 724), and 11,628th of 11,911 in health care & social assistance. In 2022, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$241,005
Participants with balances56
Active participants138
Employer contributions$73,563
Employee contributions$111,841
Employer contribution per active participant$533
Average account balance$4,304
Benefits paid to participants$5,776
Plan auditUnmodified (clean) audit opinion
AuditorALREDGE
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$400
Total administrative$400
The The Homeless Alliance Inc. 401(k) match · 2022
Employer contribution per active participant$533
Median for plans this size$331

The Homeless Alliance Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$400 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Metropolitan Homecare Way NY$244K · 12.72%
Relevant Home Care Inc. PA$244K · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113718005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.