Plan Snapshot
- Plan Sponsor: Allard Nazarian Group, INC
- Sponsor EIN: 020364963
- Sponsor Address: 124 JOILETTE STREET, MANCHESTER, NH, 03102
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 122
- Total Assets: $325,028
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 122 | $325,028 | $0 | $0 |
| 2024 | 109 | $409,209 | $1.8M | $272,957 |
| 2023 | 99 | $612,940 | $1.4M | $502,107 |
| 2022 | 118 | $2,673 | $1.2M | $240,219 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $117,370 | — | $117,370 |
| HEALTH PLANS, INC | Other Service Provider | $66,363 | — | $66,363 |
| GRANITE GROUP BENEFITS | Investment Advisor | $54,558 | — | $54,558 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,291
- Estimated Expense Ratio: 73.314% 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 |
|---|---|---|---|---|---|
| 2025 | $2,536,260 | — | — | — | — |
| 2024 | $2,383,128 | — | — | — | — |
| 2023 | $1,207,695 | — | — | — | — |
| 2022 | $1,545,279 | — | — | — | — |