Plan Snapshot
- Plan Sponsor: Alliance Pharma, INC.
- Sponsor EIN: 260606088
- Sponsor Address: 17 LEE BOULEVARD, MALVERN, PA, 19355
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $7.1M
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 | 132 | $7.1M | $552,981 | $1.0M |
| 2022 | 135 | $4.6M | $412,001 | $954,239 |
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 |
|---|---|---|---|---|
| EAGLEVIEW ADVISORS, INC. | Investment Advisor | $10,310 | — | $10,310 |
| ADP, INC. | Recordkeeper | $8,231 | — | $8,231 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,541
- Estimated Expense Ratio: 0.260% 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 | $31,166 | $10,311 | — | — | — |
| 2022 | $32,404 | $31,676 | $728 | — | — |