Plan Snapshot
- Plan Sponsor: Allesco Industries, INC.
- Sponsor EIN: 050464524
- Sponsor Address: 15 AMFLEX DR, CRANSTON, RI, 029212028
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $6.1M
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 | 120 | $6.1M | $242,378 | $409,301 |
| 2023 | 120 | $5.2M | $243,136 | $395,075 |
| 2022 | 138 | $4.8M | $272,605 | $439,965 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | NONE | $26,589 | — | $26,589 |
| SANSIVERI, KIMBALL & CO. LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,589
- Estimated Expense Ratio: 0.434% 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 | $26,589 | — | — | — | — |
| 2023 | $25,563 | — | — | $25,563 | — |
| 2022 | $26,957 | — | — | — | — |