Plan Snapshot
- Plan Sponsor: Alignment Healthcare Usa, LLC
- Sponsor EIN: 465586875
- Sponsor Address: 1100 TOWN AND COUNTRY ROAD, ORANGE, CA, 92868
- Plan Type: 401(k)
- Total Participants: 1,318
- Total Assets: $59.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,318 | $59.8M | $4.1M | $8.1M |
| 2023 | 1,248 | $45.4M | $3.6M | $7.1M |
| 2022 | 906 | $29.9M | $2.8M | $5.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $109,417 | — | $109,417 |
| PLANCHEC(K)CPA S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PLANCHEC(K)CPA S LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,417
- Estimated Expense Ratio: 0.183% 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 | $109,418 | — | — | — | — |
| 2023 | $121,839 | — | — | — | — |
| 2022 | $106,926 | — | — | — | — |