Plan Snapshot
- Plan Sponsor: Allard Nazarian Group, INC.
- Sponsor EIN: 020364963
- Sponsor Address: 124 JOLIETTE ST., MANCHESTER, NH, 031023059
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $12.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 157 | $12.5M | $230,146 | $843,665 |
| 2023 | 150 | $10.7M | $145,348 | $690,850 |
| 2022 | 150 | $9.1M | $116,950 | $511,025 |
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 |
|---|---|---|---|---|
| E.J. CALLAHAN & ASSOCIATES, LLC | 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 | $55,794 | $28,720 | — | — | — |
| 2023 | $52,604 | $42,424 | — | — | — |
| 2022 | $58,450 | — | $58,450 | — | — |