# A.L. George LLC 401(k) Plan
Source: https://planprovider.pro/companies/a-l-george-llc-401k-plan

> A.L. George LLC&#39;s 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A.L. George LLC

- **Sponsor EIN:** 161613705

- **Sponsor Address:** 7655 EDGECOMB DR, LIVERPOOL, NY, 13088

- **Plan Type:** 401(k)

- **Total Participants:** 240

- **Total Assets:** $15.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|240|$15.8M|$231,330|$646,926|

| 2023|239|$15.7M|$211,778|$585,550|

| 2022|213|$14.1M|$182,548|$517,064|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PIAKER & LYONS|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$7,846|$7,846|—|—|—|

| 2023|$6,591|$6,591|—|—|—|

| 2022|-$1,354|—|-$1,354|—|—|

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