401k Record

Employers › Aledade

Aledade 401(k)

Recordkeeping fees per participant · Aledade 401(k) Savings and Investment Plan · plan year 2024

$55.87

Higher than 39% of the 5,847 plans $50 to 250M that report it.

Source

= $104,253 / 1,866
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013105048NAL0001743968001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105048NAL0001743968001, received 2025-10-13

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.

Cost and contributions

Administrative expenses excluding investment management, per participant

$55.87

10th: $16.21median $93.2090th: $246.84

Higher than 27% of the 8,758 plans $50 to 250M that report it.

Source

= $104,253 / 1,866
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013105048NAL0001743968001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105048NAL0001743968001, received 2025-10-13

Administrative expenses per participant

$117.55

10th: $29.39median $132.8490th: $350.58

Higher than 43% of the 9,042 plans $50 to 250M that report it.

Source

= $219,341 / 1,866
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013105048NAL0001743968001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105048NAL0001743968001, received 2025-10-13

Administrative expenses as a share of assets

0.223%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 74% of the 9,049 plans $50 to 250M that report it.

Source

= $219,341 / $98,470,572
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013105048NAL0001743968001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013105048NAL0001743968001, received 2025-10-13

Employer contributions per participant

$3,748

10th: $965median $2,73890th: $8,164

Higher than 66% of the 9,105 plans $50 to 250M that report it.

Source

= $6,994,078 / 1,866
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013105048NAL0001743968001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105048NAL0001743968001, received 2025-10-13

Employer share of total contributions

20.2%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 20% of the 9,112 plans $50 to 250M that report it.

Source

= $6,994,078 / $34,556,261
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013105048NAL0001743968001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013105048NAL0001743968001, received 2025-10-13

Plan terms, as stated in Aledade, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013105048NAL0001743968001, received 2025-10-13

Full record, Aledade 401(k) Savings and Investment Plan

FieldValueSource
Plan sponsorALEDADE, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013105048NAL0001743968001, received 2025-10-13
Plan nameALEDADE 401(K) SAVINGS AND INVESTMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251013105048NAL0001743968001, received 2025-10-13
Sponsor EIN / plan number46-5417350 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013105048NAL0001743968001, received 2025-10-13
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013105048NAL0001743968001, received 2025-10-13
Sponsor locationBETHESDA, MDForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013105048NAL0001743968001, received 2025-10-13
Industry (business code)541990, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013105048NAL0001743968001, received 2025-10-13
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013105048NAL0001743968001, received 2025-10-13
Filing received2025-10-13Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013105048NAL0001743968001, received 2025-10-13
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013105048NAL0001743968001, received 2025-10-13
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251013105048NAL0001743968001, received 2025-10-13
Participants, beginning of year1,722Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013105048NAL0001743968001, received 2025-10-13
Active participants1,574Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013105048NAL0001743968001, received 2025-10-13
Participants, end of year1,898Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013105048NAL0001743968001, received 2025-10-13
Participants with an account balance1,866Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013105048NAL0001743968001, received 2025-10-13
Total assets, beginning of year$63,463,574Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013105048NAL0001743968001, received 2025-10-13
Total assets, end of year$98,470,572Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013105048NAL0001743968001, received 2025-10-13
Net assets, end of year$98,470,572Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013105048NAL0001743968001, received 2025-10-13
Total income$44,877,660Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013105048NAL0001743968001, received 2025-10-13
Net income$35,006,998Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013105048NAL0001743968001, received 2025-10-13
Employer contributions$6,994,078Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013105048NAL0001743968001, received 2025-10-13
Participant contributions$14,494,529Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013105048NAL0001743968001, received 2025-10-13
Other contributions (incl. rollovers)$13,067,654Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013105048NAL0001743968001, received 2025-10-13
Total contributions$34,556,261Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013105048NAL0001743968001, received 2025-10-13
Benefit payments$9,643,252Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013105048NAL0001743968001, received 2025-10-13
Total expenses (incl. benefit payments)$9,870,662Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013105048NAL0001743968001, received 2025-10-13
Total administrative expenses$219,341Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013105048NAL0001743968001, received 2025-10-13
Recordkeeping fees$104,253Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013105048NAL0001743968001, received 2025-10-13
Investment advisory and management fees$115,088Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013105048NAL0001743968001, received 2025-10-13
Administrative expenses excluding investment management$104,253derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013105048NAL0001743968001, received 2025-10-13
Held in common/collective trusts$1,057,229Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013105048NAL0001743968001, received 2025-10-13
Held in mutual funds$96,346,655Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013105048NAL0001743968001, received 2025-10-13
Independent auditorPLANTE & MORAN, PLLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013105048NAL0001743968001, received 2025-10-13

Position = column in the DOL layout for form year 2024. Filing 20251013105048NAL0001743968001, received 2025-10-13.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeperNONE 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees $119,140no
USI ADVISORS INCNONE 28 Investment management; 50 Direct payment from the plan $100,000no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013105048NAL0001743968001, received 2025-10-13.

What changed since the 2023 plan year

Figure20232024Change
Total assets$63,463,574$98,470,57255.2%
Participants with a balance1,6801,86611.1%
Administrative expenses$164,964$219,34133.0%
Recordkeeping fees per participant$38.71$55.8744.3%
Employer contributions$5,928,884$6,994,07818.0%

Prior filing 20241015152300NAL0016738211004, received 2024-10-15; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: ALEDADE, INC.; SEC registrant: Aledade, Inc. (CIK 1611176, matched by EIN).