# Alley Theatre 401(k) Plan
Source: https://planprovider.pro/companies/alley-theatre-401k-plan

> Alley Theatre's 401(k) plan: 280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alley Theatre

- **Sponsor EIN:** 741143076

- **Sponsor Address:** 615 TEXAS AVENUE, HOUSTON, TX, 77002

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

- **Total Participants:** 280

- **Total Assets:** $9.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|280|$9.2M|$357,833|$517,504|

| 2023|154|$8.1M|$271,628|$437,906|

| 2022|118|$6.9M|$261,949|$411,624|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$1,211|$21,111|$22,322|

| BLAZEK & VETTERLING|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLAZEK & VETTERLING](https://planprovider.pro/provider/blazek-and-vetterling) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,322

- **Estimated Expense Ratio:** 0.242% 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|$836|—|$836|—|—|

| 2023|$1,108|—|$1,108|—|—|

| 2022|$552|—|$552|—|—|

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