Plan Snapshot
- Plan Sponsor: Alliance Health Professionals PLLC
- Sponsor EIN: 371749299
- Sponsor Address: 133 S. MAIN STREET, SUITE D, MOUNT CLEMENS, MI, 48043
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $41.3M
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 | 231 | $41.3M | $2.0M | $1.6M |
| 2023 | 200 | $36.8M | $1.8M | $1.4M |
| 2022 | 189 | $28.7M | $1.7M | $1.2M |
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 |
|---|---|---|---|---|
| SHINDEL ROCK & ASSOCIATES, P.C. | 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 | $5,707 | $5,582 | — | — | — |
| 2023 | $4,595 | $4,595 | — | — | — |
| 2022 | $3,457 | $3,407 | — | — | — |