Plan Snapshot
- Plan Sponsor: Alco Motors, LLC
- Sponsor EIN: 020487982
- Sponsor Address: 95 MANCHESTER STREET, CONCORD, NH, 03301
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $6.8M
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 | 107 | $6.8M | $147,931 | $512,455 |
| 2023 | 87 | $5.6M | $132,691 | $417,081 |
| 2022 | 91 | $4.7M | $102,039 | $353,393 |
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 |
|---|---|---|---|---|
| TSS FINANCIAL PARTNERS. LLP | Auditor | — | — | $0 |
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 | $36,946 | $18,000 | — | — | — |
| 2023 | $33,101 | $18,000 | — | — | — |
| 2022 | $33,400 | — | — | — | — |