Plan Snapshot
- Plan Sponsor: Allegiant Partners, INC.
- Sponsor EIN: 680436529
- Sponsor Address: 360 SW BOND ST., BEND, OR, 97702
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $13.1M
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 | 224 | $13.1M | $451,769 | $1.3M |
| 2023 | 150 | $10.4M | $372,795 | $1.1M |
| 2022 | 127 | $4.4M | $383,674 | $619,569 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | 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 | $32,552 | $10,514 | $21,838 | — | — |
| 2023 | $21,925 | — | $21,925 | — | — |
| 2022 | — | — | — | — | — |