Plan Snapshot
- Plan Sponsor: Aljsco Management LLC.
- Sponsor EIN: 823603886
- Sponsor Address: 401 WEST MAIN ST., LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 513
- Total Assets: $15.4M
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 | 513 | $15.4M | $515,761 | $1.2M |
| 2023 | 475 | $15.4M | $426,699 | $1.0M |
| 2022 | 427 | $13.1M | $355,386 | $860,232 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — 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 | $80,495 | $30,806 | — | — | — |
| 2023 | $67,398 | $27,225 | — | — | — |
| 2022 | $72,260 | $28,769 | $43,491 | — | — |