# Alley-Cassetty Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alley-cassetty-companies-inc-401k-plan

> Alley-Cassetty Companies, INC.'s 401(k) plan: 304 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alley-Cassetty Companies, INC.

- **Sponsor EIN:** 620715354

- **Sponsor Address:** 2 OLDHAM STREET, NASHVILLE, TN, 37213

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

- **Total Participants:** 304

- **Total Assets:** $14.0M

## 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|304|$14.0M|$150,003|$1.0M|

| 2023|325|$13.4M|$123,088|$837,059|

| 2022|262|$12.1M|$56,092|$796,745|

## 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|

| PURYEAR & NOONAN|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|$46,720|$32,053|—|—|—|

| 2023|$42,454|$27,955|—|—|—|

| 2022|$41,574|—|$41,574|—|—|

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