Plan Snapshot
- Plan Sponsor: Alliance Of Professionals & Consultants, INC
- Sponsor EIN: 561829950
- Sponsor Address: 8200 BROWNLEIGH DR., RALEIGH, NC, 276177411
- Plan Type: DC
- Total Participants: 176
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 176 | $14.3M | $0 | $865,995 |
| 2023 | 156 | $13.8M | $0 | $1.0M |
| 2022 | 235 | $11.9M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA | INVESTMENT ADVISOR | $35,522 | — | $35,522 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $19,899 | — | $19,899 |
| STANCIL PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCIL PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,421
- Estimated Expense Ratio: 0.387% 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 | $55,421 | $35,522 | — | — | — |
| 2023 | $51,209 | $31,054 | — | — | — |
| 2022 | $53,503 | — | $53,503 | — | — |