Plan Snapshot
- Plan Sponsor: Allergy Partners, PLLC
- Sponsor EIN: 561249571
- Sponsor Address: 1978 HENDERSONVILLE RD, SSTE 130, SKYLAND, NC, 28776
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,291
- Total Assets: $136.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,291 | $136.5M | $4.7M | $5.1M |
| 2023 | 937 | $119.8M | $8.2M | $4.1M |
| 2022 | 855 | $95.6M | $4.6M | $3.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $107,965 | — | $107,965 |
| MMA SECURITIES LLC | Investment Advisor | $27,742 | $83 | $27,825 |
| ONEDIGITAL INVESTMENTS | Investment Advisor | $17,000 | — | $17,000 |
| CRAWFORD INVESTMENT COUNSEL IN | Other Service Provider | $8,995 | — | $8,995 |
| WEALTH CARE CAPITAL | Investment Advisor | $8,287 | — | $8,287 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — Investment Advisor
- ONEDIGITAL INVESTMENTS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,072
- Estimated Expense Ratio: 0.125% 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 | $174,862 | $53,123 | $108,055 | — | — |
| 2023 | $146,850 | $40,647 | $91,261 | — | — |
| 2022 | $143,357 | $48,880 | $82,521 | — | — |