# Alfasigma Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alfasigma-usa-inc-401k-plan

> Alfasigma Usa, INC.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alfasigma Usa, INC.

- **Sponsor EIN:** 462124512

- **Sponsor Address:** 550 HILLS DRIVE SUITE 110B, BEDMINSTER, NJ, 07921

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

- **Total Participants:** 179

- **Total Assets:** $28.2M

## 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|179|$28.2M|$812,490|$1.7M|

| 2023|165|$31.6M|$755,573|$1.6M|

| 2022|175|$30.1M|$974,765|$1.7M|

## 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|

| FOREST CAPITAL MANAGEMENT, LLC|INVESTMENT ADVISORY-PLAN|$60,225|—|$60,225|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$33,219|—|$33,219|

| FUTUREPLAN BY ASCENSUS|RECORDKEEPER|$13,038|—|$13,038|

| LEAFHOUSE FINANCIAL ADVISORS|INVESTMENT ADVISORY-PLAN|$7,896|—|$7,896|

| FRAZIER & DEETER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

- [FRAZIER & DEETER, LLC](https://planprovider.pro/provider/frazier-and-deeter-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $114,378

- **Estimated Expense Ratio:** 0.405% of plan assets

### 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|$116,289|$69,657|—|—|—|

| 2023|$133,372|—|$133,372|—|—|

| 2022|$146,708|—|$129,657|—|—|

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