Plan Snapshot
- Plan Sponsor: Alliance Entertainment
- Sponsor EIN: 550917836
- Sponsor Address: 300 OMICRON COURT, SHEPHERDSVILLE, FL, 40165
- Plan Type: 401(k)
- Total Participants: 728
- Total Assets: $46.9M
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 | 728 | $46.9M | $644,298 | $2.5M |
| 2023 | 1,095 | $42.2M | $713,772 | $2.7M |
| 2022 | 1,442 | $38.5M | $775,606 | $3.0M |
| 2021 | 1,417 | $44.6M | $0 | $0 |
| 2020 | 1,240 | $35.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| SUMMIT CPA GROUP | Auditor | — | — | $0 |
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 | $22,627 | $12,808 | — | — | — |
| 2023 | $31,592 | $21,205 | — | — | — |
| 2022 | $30,415 | $21,135 | — | — | — |
| 2021 | $20,149 | $14,443 | — | — | — |
| 2020 | $20,532 | $15,351 | — | — | — |