# Alamo Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/alamo-group-inc-401k-plan

> Alamo Group INC.'s 401(k) plan: 2,157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alamo Group INC.

- **Sponsor EIN:** 742149829

- **Sponsor Address:** 1627 E. WALNUT ST., SEGUIN, TX, 78155

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

- **Total Participants:** 2,157

- **Total Assets:** $228.5M

## 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|2,157|$228.5M|$4.1M|$13.1M|

| 2023|2,634|$217.9M|$4.2M|$13.4M|

| 2022|2,459|$182.5M|$4.1M|$12.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$199,903|—|$199,903|

| STRATEGIC ADVISORS, INC.|ADVISOR|$78,705|—|$78,705|

| CAPFINANCIAL PARTNERS LLC|ADVISOR|$65,000|—|$65,000|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $343,608

- **Estimated Expense Ratio:** 0.150% 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|$343,608|$143,705|$300|—|—|

| 2023|$315,857|$93,561|$1,200|—|—|

| 2022|$281,836|$56,567|—|—|—|

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