Plan Snapshot
- Plan Sponsor: Alder Partners, LLC
- Sponsor EIN: 272095023
- Sponsor Address: 30 RUNDLETT WAY, MIDDLETON, MA, 01949
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 417 | $2.4M | $185,317 | $411,568 |
| 2023 | 327 | $1.7M | $184,756 | $375,869 |
| 2022 | 397 | $982,989 | $141,727 | $277,973 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $29,858 | — | $29,858 |
| RAYMOND JAMES FINANCIAL ADVISORS | Investment Advisor | $9,969 | — | $9,969 |
| TRANSAMERICA FINANCIAL LIFE INS. CO | Recordkeeper | $5,273 | — | $5,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- RAYMOND JAMES FINANCIAL ADVISORS — Investment Advisor
- TRANSAMERICA FINANCIAL LIFE INS. CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,100
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 | — | — | — | — | — |
| 2024 | $48,044 | $9,969 | $29,858 | — | — |
| 2023 | $28,623 | $4,752 | $18,218 | — | — |
| 2022 | $16,831 | — | — | — | — |