Alliance Material Handling 401(k) match, vesting and fees
What Alliance Material Handling's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Sc&H Attest Services, P.C., (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Alliance Material Handling: employer contribution per participant | $964 | |
| Peer median | $1,803 |
| Alliance Material Handling: average balance | $51,128 | |
| Peer median | $48,934 |
| Alliance Material Handling: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.7M at the end of plan year 2021 to $16.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 329 | $16.1M | $304K | $964 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 320 | $15M | $233K | $905 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 261 | $9.9M | $198K | $940 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 221 | $11.7M | $172K | $909 | 0.32% | Not published | Form 5500 ↗ |
Other Alliance Material Handling plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Alliance Material Handling Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Sc&H Attest Services, P.C., (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Alliance Material Handling match 401(k) contributions?
The match terms for the Alliance Material Handling, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $304K in employer contributions, about $964 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alliance Material Handling 401(k) match vested?
The vesting schedule for the Alliance Material Handling, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alliance Material Handling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Alliance Material Handling, Inc..
I left Alliance Material Handling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alliance Material Handling, Inc., (301) 497-2600) or the recordkeeper, Principal Life Insurance Company. The Alliance Material Handling old 401(k) page lists the contacts from every plan filing. Find an old Alliance Material Handling 401(k)
Data from the public Form 5500 annual reports Alliance Material Handling filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alliance Material Handling. Not financial advice. Report a correction · Methodology