Department of Labor filing

ALLIANCE AUTOMATION, LLC

ALLIANCE AUTOMATION 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,683

Reported employer contributions per active participant.

Higher than about 76% of comparable plans

#People in the filing

198

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$357 / participant

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

Lower cost than about 10% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.4%, 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 · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions76th percentileTypical peer $1,709 · based on 1,081 comparable plans

Lower reported administrative expense10th percentileTypical peer $180 · based on 1,089 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, ALLIANCE AUTOMATION, LLC reported $531,140 in employer contributions across the plan and 198 active participants. That works out to $2,683 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 proxy83%

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 11.5%

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

Expense trendUp 3.8%

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

Peer context57/100

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: $531,140
Participant contributions: $910,634
Other contributions: $270,749
Employer share of reported contributions: 36.8%
Beginning assets: $8,091,802
Ending assets: $9,260,334
Ending net assets: $9,191,794
Ending liabilities: $68,540
Total income: $2,877,107
Total expenses: $1,734,663
Administrative expenses: $78,495
Participant loans: $110,464

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

$2,406

2023

$2,067

2024

$2,683

Plan-paid administrative expenses per participant

2022

$344

2023

$448

2024

$357

Active participants

2022

145

2023

182

2024

198

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,683	198	9.3M	20251015160951NAL0006717440001
2023	$2,067	182	8.1M	20241015170916NAL0029211265001
2022	$2,406	145	6.2M	20241115152354NAL0000637411001

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: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 753164446-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 15, 2013
Industry: Industry group 332
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G2S3D

Current plan terms

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Filing ACK_ID20251015160951NAL0006717440001

Data sourceDOL Form 5500 bulk data ↗

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