Plan Snapshot
- Plan Sponsor: Allegheny Direct Logistics LLC
- Sponsor EIN: 852149861
- Sponsor Address: 9803 THREE DEGREE ROAD, ALLISON PARK, PA, 15101
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $307,315
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 | 115 | $307,315 | $32,562 | $90,416 |
| 2023 | 158 | $244,874 | $43,848 | $97,997 |
| 2022 | 11 | $81,545 | $13,011 | $49,094 |
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 |
|---|---|---|---|---|
| WILKE CPAS & ADVISORS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKE CPAS & ADVISORS, LLP — Auditor
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 | $1,258 | $1,258 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |