Plan Snapshot
- Plan Sponsor: Alliance Group Services, LLC
- Sponsor EIN: 272004691
- Sponsor Address: 6 DAVID DRIVE, ESSEX JUNCTION, VT, 05453
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 226 | $13.1M | $719,315 | $970,370 |
| 2023 | 148 | $6.6M | $0 | $658,915 |
| 2022 | 141 | $5.3M | $0 | $604,205 |
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 |
|---|---|---|---|---|
| MCSOLEY, MCCOY & COMPANY | 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 |
|---|---|---|---|---|---|
| 2025 | $11,034 | — | $11,034 | — | — |
| 2024 | $27,590 | — | $27,590 | — | — |
| 2023 | $5,302 | — | — | — | — |
| 2022 | $4,581 | — | $4,581 | — | — |