# Alegacy Group 401(k) Plan
Source: https://planprovider.pro/companies/alegacy-group-401k-plan

> Alegacy Group's 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alegacy Group

- **Sponsor EIN:** 463548736

- **Sponsor Address:** 1475 ALEGACY PLACE, WALLER, TX, 77484

- **Plan Type:** 401(k)

- **Total Participants:** 218

- **Total Assets:** $12.7M

## 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|218|$12.7M|$669,201|$1.3M|

| 2023|202|$9.7M|$611,590|$1.1M|

| 2022|167|$7.4M|$396,848|$782,959|

## 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|

| MELTON & MELTON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MELTON & MELTON, LLP](https://planprovider.pro/provider/melton-and-melton-llp) — 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|$2,610|—|$2,610|—|—|

| 2023|$2,535|—|$2,535|—|—|

| 2022|$1,785|—|$1,785|—|—|

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