# Allen & Gerritsen, INC. 401(k) Plan
Source: https://planprovider.pro/companies/allen-gerritsen-inc-401k-plan

> Allen & Gerritsen, INC.'s 401(k) plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen & Gerritsen, INC.

- **Sponsor EIN:** 042961198

- **Sponsor Address:** 125 HIGH STREET, BOSTON, MA, 02110

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

- **Total Participants:** 56

- **Total Assets:** $15.2M

## 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|56|$15.2M|$142,739|$645,313|

| 2023|70|$14.9M|$235,961|$835,460|

| 2022|93|$12.3M|$246,608|$776,912|

## 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|

| TONNESON & COMPANY , PC|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|$52,884|$34,897|$17,987|—|—|

| 2023|$89,986|$54,360|$15,551|$20,075|—|

| 2022|$58,023|$28,065|$29,958|—|—|

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