Plan Snapshot
- Plan Sponsor: Alaris Homes, INC.
- Sponsor EIN: 561490479
- Sponsor Address: 201 N ELM ST, GREENSBORO, NC, 27401
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 361 | $14.3M | $455,990 | $825,285 |
| 2023 | 339 | $9.5M | $421,703 | $798,688 |
| 2022 | 320 | $6.6M | $605,780 | $561,247 |
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 |
|---|---|---|---|---|
| MMA SECURITIES, LLC | NONE | $39,483 | — | $39,483 |
| ASCENSUS LLC | NONE | $33,967 | — | $33,967 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,450
- Estimated Expense Ratio: 0.513% 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 | $73,450 | $39,483 | $33,967 | — | — |
| 2023 | $47,909 | $28,028 | $19,881 | — | — |
| 2022 | $41,685 | $22,567 | $19,118 | — | — |