Plan Snapshot
- Plan Sponsor: Alante Security Group, P.C.
- Sponsor EIN: 113097920
- Sponsor Address: 522 GRAND BLVD., WESTBURY, NY, 11590
- Plan Type: 401(k)
- Total Participants: 619
- Total Assets: $9.1M
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 | 619 | $9.1M | $1.4M | $77,715 |
| 2023 | 201 | $7.9M | $970,059 | $86,035 |
| 2022 | 224 | $6.9M | $796,941 | $113,689 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $66,466 | $8,007 | $46,449 | — | — |
| 2023 | $54,061 | $7,015 | $36,523 | — | — |
| 2022 | $65,645 | $7,094 | $44,746 | — | $13,805 |