# Alan Plummer Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alan-plummer-associates-inc-401k-plan

> Alan Plummer Associates, INC.'s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alan Plummer Associates, INC.

- **Sponsor EIN:** 751595621

- **Sponsor Address:** 1320 S. UNIVERSITY DRIVE #300, FORT WORTH, TX, 76107

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

- **Total Participants:** 243

- **Total Assets:** $34.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|243|$34.1M|$1.1M|$2.7M|

| 2023|217|$28.4M|$812,519|$2.3M|

| 2022|193|$22.2M|$591,660|$1.9M|

## 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|

| MARINER LLC|ADVISOR|$52,482|—|$52,482|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,363|—|$13,363|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,515|—|$10,515|

| CITRIN COOPERMAN & COMPANY 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,360

- **Estimated Expense Ratio:** 0.224% 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|$76,360|$62,997|—|—|—|

| 2023|$62,313|$54,918|—|—|—|

| 2022|$66,911|$9,051|—|—|—|

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