Plan Snapshot
- Plan Sponsor: Alliance Automation, LLC
- Sponsor EIN: 753164446
- Sponsor Address: 1100 JOHN BROWN RD., VAN WERT, OH, 45891
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 198 | $9.3M | $531,140 | $910,634 |
| 2023 | 182 | $8.1M | $376,260 | $772,239 |
| 2022 | 145 | $6.2M | $348,913 | $653,663 |
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 |
|---|---|---|---|---|
| SCHULTZ HUBER & ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTZ HUBER & ASSOCIATES, INC. — Auditor
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 | $78,495 | $38,308 | — | — | — |
| 2023 | $74,898 | $38,308 | — | — | — |
| 2022 | $45,010 | $23,901 | — | — | — |