# Alaris Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alaris-homes-inc-401k-plan

> Alaris Homes, INC.'s 401(k) plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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