# Alliance Health Professionals PLLC 401(k) Plan
Source: https://planprovider.pro/companies/alliance-health-professionals-pllc-401k-plan

> Alliance Health Professionals PLLC's 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,582|—|$5,582|

| SHINDEL ROCK & ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,582

- **Estimated Expense Ratio:** 0.014% 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|$5,707|$5,582|—|—|—|

| 2023|$4,595|$4,595|—|—|—|

| 2022|$3,457|$3,407|—|—|—|

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