Plan Snapshot
- Plan Sponsor: Alex Lee, INC.
- Sponsor EIN: 561780605
- Sponsor Address: 120 FOURTH STREET SOUTHWEST, HICKORY, NC, 28602
- Plan Type: 401(k)
- Total Participants: 10,743
- Total Assets: $323.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 10,743 | $323.1M | $2.6M | $26.3M |
| 2023 | 10,777 | $294.7M | $2.5M | $24.4M |
| 2022 | 10,418 | $256.0M | $2.5M | $22.6M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $750,573 | — | — | — | — |
| 2023 | $811,994 | — | — | — | — |
| 2022 | $644,487 | — | — | — | $5,072 |