Plan Snapshot
- Plan Sponsor: Alliance Marketing LLC
- Sponsor EIN: 200351800
- Sponsor Address: 161 SAUNDERSVILLE RD # 200, HENDERSONVILLE, TN, 370753097
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 121 | $6.7M | $420,644 | $771,055 |
| 2023 | 116 | $6.2M | $331,937 | $659,800 |
| 2022 | 113 | $5.5M | $287,894 | $579,468 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $16,775 | — | $16,775 |
| PREVAIL INNOVATIVE WEALTH ADVISORS | ADVISOR | $9,667 | — | $9,667 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- PREVAIL INNOVATIVE WEALTH ADVISORS — ADVISOR
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,442
- Estimated Expense Ratio: 0.395% 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 | $30,102 | $9,667 | $19,575 | — | — |
| 2023 | $45,231 | $15,999 | $28,407 | — | — |
| 2022 | — | — | — | — | — |