Plan Snapshot
- Plan Sponsor: Allegheny Financial Group
- Sponsor EIN: 251307896
- Sponsor Address: STONE QUARRY CROSSING, PITTSBURGH, PA, 15237
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 126
- Total Assets: $43.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 126 | $43.8M | $0 | $0 |
| 2024 | 98 | $39.2M | $1.0M | $1.1M |
| 2023 | 101 | $34.2M | $543,889 | $1.0M |
| 2022 | 99 | $33.2M | $475,811 | $1.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $21,725 | — | $21,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,725
- Estimated Expense Ratio: 0.050% 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 | $2,897,307 | — | $7,633 | — | — |
| 2024 | $300 | — | — | — | — |
| 2023 | $6,296,842 | — | — | — | — |
| 2022 | $4,571,631 | — | — | — | — |