Plan Snapshot
- Plan Sponsor: Alliance Material Handling, INC.
- Sponsor EIN: 522323852
- Sponsor Address: 8320 SHERWICK CT, JESSUP, MD, 207943100
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 291 | $16.1M | $303,763 | $1.1M |
| 2023 | 280 | $15.0M | $233,468 | $819,014 |
| 2022 | 218 | $10.0M | $198,353 | $674,555 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $30,742 | — | $30,742 |
| GREENSPRING ADVISORS LLC | INVESTMENT ADVISORY | — | $12,808 | $12,808 |
| SC&H ATTEST SERVICES, P.C., | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREENSPRING ADVISORS LLC — INVESTMENT ADVISORY
- SC&H ATTEST SERVICES, P.C., — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,550
- Estimated Expense Ratio: 0.270% 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 | $31,491 | $360 | $30,742 | — | — |
| 2023 | $17,247 | — | $17,247 | — | — |
| 2022 | $20,718 | — | $20,718 | — | — |