Plan Snapshot
- Plan Sponsor: Alliance For Nonprofit Resources
- Sponsor EIN: 263838512
- Sponsor Address: SUITE 1023, BUTLER, PA, 16001
- Plan Type: 403(b)
- Total Participants: 481
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 481 | $4.6M | $264,992 | $453,517 |
| 2023 | 468 | $4.3M | $227,915 | $392,894 |
| 2022 | 452 | $3.2M | $163,066 | $313,392 |
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 |
|---|---|---|---|---|
| RUZOMBERKA HOLLAND SMITH, INC. | 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 | $54,408 | $16,742 | $37,666 | — | — |
| 2023 | $45,059 | $13,798 | $31,261 | — | — |
| 2022 | $69,740 | — | $69,740 | — | — |