Plan Snapshot
- Plan Sponsor: Alliance Laundry Systems, LLC
- Sponsor EIN: 391927923
- Sponsor Address: PO BOX 990, RIPON, WI, 54971
- Plan Type: DB
- Plan Number: 002
- Total Participants: 0
- Total Assets: $29,305
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. |
|---|---|---|---|---|
| 2023 | 0 | $29,305 | $1.9M | $0 |
| 2022 | 18 | $36.1M | $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 |
|---|---|---|---|---|
| MERCER (US), INC. | Actuary | $461,468 | — | $461,468 |
| SAGE ADVISORY SVCS., LTD CO. | Investment Advisor | $146,191 | — | $146,191 |
| PRINCIPAL LIFE INSURANCE | Insurance Carrier | $142,148 | — | $142,148 |
| BANK OF NEW YORK MELLON | Custodian / Trustee | $80,403 | — | $80,403 |
| THOMPSON HINE LLP | ERISA Attorney | $67,304 | — | $67,304 |
| CLIFTONLARSONALLEN LLP | Auditor | $30,135 | — | $30,135 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER (US), INC. — Actuary
- THOMPSON HINE LLP — ERISA Attorney
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $927,649
- Estimated Expense Ratio: 3165.497% 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 |
|---|---|---|---|---|---|
| 2023 | $1,083,919 | $146,191 | — | $30,135 | — |
| 2022 | $1,509,917 | $130,817 | — | — | $1,170,287 |