# Alliance Bancshares, INC 401(k) Plan
Source: https://planprovider.pro/companies/alliance-bancshares-inc-401k-plan

> Alliance Bancshares, INC's 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alliance Bancshares, INC

- **Sponsor EIN:** 752483603

- **Sponsor Address:** 306 NORTH DAVIS, SULPHUR SPRINGS, TX, 75483

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

- **Total Participants:** 232

- **Total Assets:** $26.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|232|$26.3M|$592,253|$932,145|

| 2023|224|$25.5M|$565,614|$914,289|

| 2022|219|$23.1M|$395,812|$796,853|

## 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|

| BLUE RIDGE ESOP ASSOCIATES|TPA|—|$12,488|$12,488|

| RAYMOND JAMES|NONE|$10,259|—|$10,259|

| EMPOWER ANNUITY INSURANCE CO|NONE|$5,053|—|$5,053|

| HENRY & PETERS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES](https://planprovider.pro/provider/raymond-james-financial-inc) — NONE

- [EMPOWER ANNUITY INSURANCE CO](https://planprovider.pro/provider/empower) — NONE

- [HENRY & PETERS, P.C.](https://planprovider.pro/provider/henry-and-peters-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,800

- **Estimated Expense Ratio:** 0.106% 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|$89,650|—|$89,650|—|—|

| 2023|$71,439|—|$71,439|—|—|

| 2022|$52,647|—|—|—|$52,647|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alliance-bancshares-inc-401k-plan)

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