Plan Snapshot
- Plan Sponsor: Allaire Health Services
- Sponsor EIN: 821958670
- Sponsor Address: 78 WOODBINE LANE, DANVILLE, PA, 17821
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $4.5M
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 | 392 | $4.5M | $54,258 | $734,405 |
| 2023 | 1,051 | $3.2M | $34,906 | $343,277 |
| 2022 | 591 | $1.8M | $13,869 | $148,060 |
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 |
|---|---|---|---|---|
| LARSON, KELLETT & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON, KELLETT & ASSOCIATES, P.C. — 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 | $11,109 | $8,400 | — | — | — |
| 2023 | $353,551 | — | $6,757 | — | — |
| 2022 | $135,454 | — | $6,566 | — | — |