# Alignment Healthcare Usa, LLC 401(k) Plan
Source: https://planprovider.pro/companies/alignment-healthcare-usa-llc-401k-plan

> Alignment Healthcare Usa, LLC&#39;s 401(k) plan: 1,318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [PLANCHEC(K)CPA S LLC](https://planprovider.pro/provider/plancheck-cpas-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alignment-healthcare-usa-llc-401k-plan)

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