# Allegiance Fundraising LLC 401(k) Plan
Source: https://planprovider.pro/companies/allegiance-fundraising-llc-401k-plan

> Allegiance Fundraising LLC's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allegiance Fundraising LLC

- **Sponsor EIN:** 823042218

- **Sponsor Address:** 4840 AMBER VALLEY PARKWAY S SUITE C, FARGO, ND, 58104

- **Plan Type:** 401(k)

- **Total Participants:** 183

- **Total Assets:** $22.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|183|$22.3M|$674,564|$1.6M|

| 2023|219|$18.9M|$631,354|$1.5M|

| 2022|133|$11.1M|$392,949|$916,832|

## 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|

| KAHN, LITWIN, RENZA (KLR)|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|$23,646|$18,178|—|—|—|

| 2023|$7,212|$6,451|—|—|—|

| 2022|$5,111|—|$5,111|—|—|

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