Plan Snapshot
- Plan Sponsor: Alight
- Sponsor EIN: 363241033
- Sponsor Address: 1325 QUINCY ST. NE, MINNEAPOLIS, MN, 55413
- Plan Type: 403(b)
- Total Participants: 74
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 74 | $10.8M | $381,028 | $522,476 |
| 2023 | 98 | $9.1M | $366,016 | $499,192 |
| 2022 | 88 | $7.4M | $299,444 | $376,211 |
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 |
|---|---|---|---|---|
| GRF CPAS & ADVISORS (GRF) | Auditor | — | — | $0 |
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 | $19,522 | — | — | — | — |
| 2023 | $20,877 | — | — | — | — |
| 2022 | $18,342 | — | — | — | — |