Plan Snapshot
- Plan Sponsor: Alliance, INC.
- Sponsor EIN: 521277262
- Sponsor Address: 1528 SOUTH EL CAMINO REAL, STE 407, SAN MATEO, CA, 94402
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 100
- Total Assets: $205,944
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 | 100 | $205,944 | $791,279 | $2,130 |
| 2023 | 107 | $84,545 | $754,187 | $10,433 |
| 2022 | 107 | $205,935 | $805,828 | $8,488 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | Other Service Provider | $92,890 | $11,734 | $104,624 |
| INEICH & COMPANY, LLP | Auditor | $21,000 | — | $21,000 |
| CIGNA HEALTH AND LIFE INSURANCE | Other Service Provider | $17,006 | — | $17,006 |
| ALLEGEANT, LLC | Other Service Provider | $16,210 | — | $16,210 |
| FIDUCIARY PLAN MANAGEMENT SERVICES | Other Service Provider | $11,416 | — | $11,416 |
| FCE FINANCIAL SERVICES, INC. | Other Service Provider | $8,519 | — | $8,519 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INEICH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,775
- Estimated Expense Ratio: 86.808% 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 | $177,153 | — | $92,890 | $21,000 | — |
| 2023 | $186,600 | — | $108,041 | $20,000 | — |
| 2022 | $173,381 | — | $61,239 | — | $28,215 |