Plan Snapshot
- Plan Sponsor: Alliance For Senior Care Communities, LLC
- Sponsor EIN: 454455577
- Sponsor Address: 505 MOUNT HOPE AVENUE, ROCHESTER, NY, 14620
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 892
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 892 | $1.7M | $9.3M | $0 |
| 2023 | 892 | $1.8M | $9.0M | $0 |
| 2022 | 852 | $1.7M | $8.0M | $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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | $124,626 | — | $124,626 |
| JANET COWLEY | Other Service Provider | $38,981 | — | $38,981 |
| THE BONADIO GROUP | Auditor | $33,500 | — | $33,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
- THE BONADIO GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,107
- Estimated Expense Ratio: 11.895% 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 | $1,415,196 | — | $1,415,196 | — | — |
| 2023 | $1,377,332 | — | $1,377,332 | — | — |
| 2022 | $1,258,294 | — | — | — | $1,258,294 |