# Alliance, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/alliance-inc-521277262-501

> Alliance, INC.'s Health & Welfare plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ineich-and-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|

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