Plan Snapshot
- Plan Sponsor: Aledade, INC.
- Sponsor EIN: 465417350
- Sponsor Address: 4550 MONTGOMERY AVENUE #950N, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 1,574
- Total Assets: $98.5M
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. |
|---|---|---|---|---|
| 2024 | 1,574 | $98.5M | $7.0M | $14.5M |
| 2023 | 1,346 | $63.5M | $5.9M | $12.0M |
| 2022 | 1,263 | $37.1M | $4.1M | $8.3M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $219,341 | $115,088 | — | — | — |
| 2023 | $164,964 | $99,924 | — | — | — |
| 2022 | $108,446 | $62,119 | — | — | — |