Plan Snapshot
- Plan Sponsor: Allbridge
- Sponsor EIN: 201526712
- Sponsor Address: 2710 WYCLIFF ROAD, RALEIGH, NC, 27607
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 168 | $13.4M | $384,141 | $1.4M |
| 2023 | 167 | $11.1M | $299,794 | $1.2M |
| 2022 | 171 | $9.8M | $285,322 | $949,026 |
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 |
|---|---|---|---|---|
| THOMAS JUDY AND TUCKER P.A. | 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 | $40,246 | $18,182 | — | — | — |
| 2023 | $35,081 | $16,058 | — | — | — |
| 2022 | $28,951 | — | — | — | — |