# Alcanza Clinical Research, LLC 401(k) Plan
Source: https://planprovider.pro/companies/alcanza-clinical-research-llc-401k-plan

> Alcanza Clinical Research, LLC's 401(k) plan: 596 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 596

- **Total Assets:** $8.3M

## 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.|

| 2024|596|$8.3M|$705,693|$1.6M|

| 2023|225|$3.2M|$353,718|$908,352|

| 2022|119|$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 ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$33,350|—|$33,350|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISOR|$17,843|—|$17,843|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$7,943|—|$7,943|

| MARQUIS PENSION LLC|CONTRACT ADMIN|—|$5,947|$5,947|

| SMITH & HOWARD,PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,083

- **Estimated Expense Ratio:** 0.788% 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|$48,436|—|$48,436|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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