Plan Snapshot
- Plan Sponsor: Allan Industries, INC.
- Sponsor EIN: 222647098
- Sponsor Address: 270 ROUTE 46 EAST, ROCKAWAY, NJ, 07866
- Plan Type: 401(k)
- Total Participants: 1,072
- Total Assets: $14.4M
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 | 1,072 | $14.4M | $245,132 | $543,133 |
| 2023 | 1,533 | $12.1M | $241,366 | $548,012 |
| 2022 | 2,116 | $9.8M | $254,387 | $544,690 |
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 |
|---|---|---|---|---|
| NISIVOCCIA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NISIVOCCIA LLP — 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 | $98,383 | $44,575 | $53,808 | — | — |
| 2023 | $79,930 | $35,452 | $44,478 | — | — |
| 2022 | $80,631 | $34,829 | $45,802 | — | — |