# Alliance Automation, LLC 401(k) Plan
Source: https://planprovider.pro/companies/alliance-automation-llc-401k-plan

> Alliance Automation, LLC's 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/shultz-huber-and-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|—|—|—|

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