Plan Snapshot
- Plan Sponsor: Alliance Executive Search, LLC
- Sponsor EIN: 454574229
- Sponsor Address: 1950 OLD GALLOWS ROAD, SUITE 410, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 159 | $14.5M | $1.3M | $1.4M |
| 2023 | 133 | $8.1M | $1.1M | $945,861 |
| 2022 | 72 | $4.9M | $682,312 | $516,976 |
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 |
|---|---|---|---|---|
| CURIO WEALTH, LLC | INVESTMENT ADVISOR | $31,715 | — | $31,715 |
| RETIREMENT PLAN CONSULTANTS LLC | RECORDKEEPING - TPA | $21,587 | — | $21,587 |
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,302
- Estimated Expense Ratio: 0.366% 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 | $53,302 | — | $21,587 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |