Plan Snapshot
- Plan Sponsor: Alliance Coal, LLC
- Sponsor EIN: 730956034
- Sponsor Address: PO BOX 22027, TULSA, OK, 74121
- Plan Type: 401(k)
- Total Participants: 3,732
- Total Assets: $639.0M
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 | 3,732 | $639.0M | $25.3M | $35.8M |
| 2023 | 3,552 | $560.6M | $21.8M | $31.1M |
| 2022 | 3,345 | $476.9M | $19.9M | $28.1M |
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 |
|---|---|---|---|---|
| HOGANTAYLOR LLP | Auditor | $18,700 | — | $18,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,700
- Estimated Expense Ratio: 0.003% 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 | $580,529 | $136,753 | $47,325 | $18,700 | — |
| 2023 | $530,714 | $133,367 | $40,700 | $25,000 | — |
| 2022 | $851,733 | $595,313 | $236,225 | — | $20,195 |