Plan Snapshot
- Plan Sponsor: Alacrity Solutions Group, LLC
- Sponsor EIN: 363306934
- Sponsor Address: 9725 WINDERMERE BLVD., FISHERS, IN, 46037
- Plan Type: 401(k)
- Total Participants: 1,773
- Total Assets: $38.4M
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 | 1,773 | $38.4M | $707,846 | $3.5M |
| 2023 | 1,106 | $31.5M | $532,768 | $2.8M |
| 2022 | 828 | $20.4M | $410,440 | $2.4M |
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 |
|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | Investment Advisor | $49,541 | — | $49,541 |
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $41,205 | — | $41,205 |
| AMERICAN PENSION ADVISORS, LTD. | Recordkeeper | $22,875 | — | $22,875 |
| CBIZ BENEFITS & INS SERVICES INC | Recordkeeper | $16,246 | — | $16,246 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LJI WEALTH MANAGEMENT, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,867
- Estimated Expense Ratio: 0.339% of plan assets
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 | $129,867 | $108,794 | — | — | — |
| 2023 | $85,453 | $43,795 | — | — | — |
| 2022 | $72,744 | $72,744 | — | — | — |