# Allana Buick & Bers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/allana-buick-bers-inc-401k-plan

> Allana Buick & Bers, INC.'s 401(k) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allana Buick & Bers, INC.

- **Sponsor EIN:** 770380827

- **Sponsor Address:** 990 COMMERCIAL STREET, PALO ALTO, CA, 94303

- **Plan Type:** 401(k)

- **Total Participants:** 234

- **Total Assets:** $19.0M

## 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|234|$19.0M|$552,611|$1.5M|

| 2023|202|$16.7M|$512,485|$1.4M|

| 2022|201|$14.8M|$494,121|$1.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,576|—|$25,576|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$15,930|—|$15,930|

| WELLTH ADVISORY SERVICES LLC|ADVISOR|$7,020|—|$7,020|

| YULISHANA, INC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [YULISHANA, INC](https://planprovider.pro/provider/yulishana-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,526

- **Estimated Expense Ratio:** 0.255% 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|$48,526|$22,950|—|—|—|

| 2023|$105,952|$33,514|$11,000|—|—|

| 2022|$105,581|$34,718|$57,163|—|$13,700|

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