Plan Snapshot
- Plan Sponsor: Alliance Medical Products, INC.
- Sponsor EIN: 330988721
- Sponsor Address: 9342 JERONIMO RD, IRVINE, CA, 926181903
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $12.0M
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 | 186 | $12.0M | $384,160 | $1.0M |
| 2023 | 151 | $9.8M | $286,873 | $900,138 |
| 2022 | 140 | $8.4M | $265,304 | $826,743 |
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 | $56,867 | — | $56,867 |
| OSAIC WEALTH INC | OTHER SERVICES | — | $10,950 | $10,950 |
| K A L L ACCOUNTANCY CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — OTHER SERVICES
- K A L L ACCOUNTANCY CORPORATION — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,817
- Estimated Expense Ratio: 0.563% 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 | $56,867 | — | $56,867 | — | — |
| 2023 | $46,528 | — | $46,528 | — | — |
| 2022 | $45,332 | — | $45,332 | — | — |