Department of Labor filing

ALI FORNEY CENTER

ALI FORNEY CENTER 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Mar 9, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$1,556

Reported employer contributions per active participant.

Higher than about 62% of comparable plans
#People in the filing
159

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$55 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 56% of comparable plans
Investment performance
Not available

Plan assets changed 25.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202460out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions62nd percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense56th percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ALI FORNEY CENTER reported $247,380 in employer contributions across the plan and 159 active participants. That works out to $1,556 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 43.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 154.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$247,380
Participant contributions
$404,010
Other contributions
Not reported
Employer share of reported contributions
38.0%
Beginning assets
$2,194,855
Ending assets
$2,762,979
Ending net assets
$2,762,979
Ending liabilities
$0
Total income
$944,583
Total expenses
$376,459
Administrative expenses
$9,450
Participant loans
$39,080

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,088
2024
$1,556
Plan-paid administrative expenses per participant
2022
$21
2024
$55
Active participants
2022
132
2024
159
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,5561592.8M20260309170055NAL0002466257001
2022$1,0881321.6M20241030050510NAL0000238433001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
300104507-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2008
Industry
Health care and social assistance
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
CHARLES SCHWAB & CO., INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
DWS DISTRIBUTORS, INC.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
HARTFORD INVESTMENT FINANCIAL SERVI2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
NATIONWIDE FUND DISTRIBUTORS LLC2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20260309170055NAL0002466257001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗