Plan Snapshot
- Plan Sponsor: Alliance Healthcare Services
- Sponsor EIN: 620911518
- Sponsor Address: 2220 UNION AVENUE, MEMPHIS, TN, 381044315
- Plan Type: 403(b)
- Total Participants: 510
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 510 | $6.7M | $0 | $656,194 |
| 2023 | 678 | $7.3M | $0 | $702,738 |
| 2022 | 433 | $6.0M | $0 | $660,506 |
| 2021 | 424 | $6.5M | $0 | $0 |
| 2020 | 410 | $5.5M | $0 | $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 |
|---|---|---|---|---|
| HHM | 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 | $19,842 | — | $19,842 | — | — |
| 2023 | $9,935 | — | $9,935 | — | — |
| 2022 | $8,853 | — | $8,853 | — | — |
| 2021 | $8,458 | — | $8,458 | — | — |
| 2020 | $6,052 | — | $6,052 | — | — |