Plan Snapshot
- Plan Sponsor: Alcanza Clinical Research, LLC
- Sponsor EIN: 873867885
- Sponsor Address: 615 CRESCENT EXECUTIVE COURT, LAKE MARY, FL, 32746
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 844
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 844 | $11.3M | $0 | $0 |
| 2024 | 596 | $8.3M | $705,693 | $1.6M |
| 2023 | 206 | $3.2M | $353,718 | $908,352 |
| 2022 | 116 | $1.5M | $136,537 | $333,097 |
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 |
|---|---|---|---|---|
| EMPOWER INSURANCE ANNUITY COMPANY | Recordkeeper | $45,894 | — | $45,894 |
| ONE DIGITAL INVESTMENT ADFVISORS LL | Investment Advisor | $22,276 | — | $22,276 |
| EMPOWER ADVISORY GROUP | Other Service Provider | $13,111 | — | $13,111 |
| SMITH & HOWARD PC | Other Service Provider | $11,750 | — | $11,750 |
| MARQUIS PENSION LLC | Other Service Provider | — | $9,136 | $9,136 |
| VESTGEN ADVISORS LLC | Investment Advisor | $5,377 | — | $5,377 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,544
- Estimated Expense Ratio: 0.955% 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 |
|---|---|---|---|---|---|
| 2025 | $998,621 | — | — | $10,730 | — |
| 2024 | $48,436 | — | $48,436 | — | — |
| 2023 | $754,649 | — | — | — | — |
| 2022 | $241,691 | — | — | — | — |