Plan Snapshot
- Plan Sponsor: Alko Distributors, INC.
- Sponsor EIN: 521037401
- Sponsor Address: 8801 KELSO DR, BALTIMORE, MD, 212213112
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $4.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $4.0M | $0 | $96,677 |
| 2023 | 131 | $3.4M | $0 | $98,179 |
| 2022 | 117 | $2.9M | $0 | $108,385 |
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 |
|---|---|---|---|---|
| KBST&M | 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 | $706 | — | — | — | — |
| 2023 | $226 | — | — | — | — |
| 2022 | $1,043 | — | — | — | — |