Plan Snapshot
- Plan Sponsor: Allata, LLC
- Sponsor EIN: 472278486
- Sponsor Address: 2777 N. STEMMONS FWY, DALLAS, TX, 75207
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 106
- Total Assets: $7.7M
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 | 106 | $7.7M | $261,299 | $1.2M |
| 2023 | 141 | $6.0M | $606,064 | $1.3M |
| 2022 | 147 | $3.4M | $587,606 | $1.3M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | 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 | $57,253 | — | $6,197 | — | — |
| 2023 | $42,877 | — | $37,368 | — | — |
| 2022 | $26,986 | — | — | — | $26,986 |