Plan Snapshot
- Plan Sponsor: Allegiance Crane & Equipment, LLC
- Sponsor EIN: 273373689
- Sponsor Address: 18333 EGRET BAY BLVD, HOUSTON, TX, 77058
- Plan Type: 401(k)
- Total Participants: 442
- Total Assets: $19.3M
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 | 442 | $19.3M | $1.1M | $2.1M |
| 2023 | 407 | $16.2M | $1.1M | $2.1M |
| 2022 | 413 | $8.7M | $772,193 | $1.5M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES IN | Investment Advisor | $31,911 | — | $31,911 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $31,552 | — | $31,552 |
| NOVA 401(K) ASSOCIATES, INC. | Recordkeeper | $11,475 | $300 | $11,775 |
| LPL FINANCIAL CORPORATION | Investment Advisor | $5,799 | — | $5,799 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES IN — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,037
- Estimated Expense Ratio: 0.420% 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 |
|---|---|---|---|---|---|
| 2024 | $94,634 | — | $94,634 | — | — |
| 2023 | $76,804 | — | $76,804 | — | — |
| 2022 | $50,050 | — | $50,050 | — | — |