Plan Snapshot
- Plan Sponsor: Alliance Residential Realty LLC
- Sponsor EIN: 844560797
- Sponsor Address: 7135 E. CAMELBACK ROAD, SCOTTSDALE, AZ, 85251
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,218
- Total Assets: $103.4M
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. |
|---|---|---|---|---|
| 2025 | 1,218 | $103.4M | $0 | $0 |
| 2024 | 417 | $91.9M | $1.3M | $6.5M |
| 2023 | 512 | $80.8M | $1.4M | $6.9M |
| 2022 | 509 | $67.6M | $1.2M | $5.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $170,285 | — | $170,285 |
| MERRILL LYNCH | Investment Advisor | $112,689 | — | $112,689 |
| EVERS ROBINSON LTD | Auditor | $12,900 | — | $12,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,874
- Estimated Expense Ratio: 0.286% 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 |
|---|---|---|---|---|---|
| 2025 | $9,529,818 | $112,689 | — | $12,900 | — |
| 2024 | $265,216 | $87,442 | — | $12,500 | — |
| 2023 | $242,341 | $69,736 | — | $12,500 | — |
| 2022 | $239,200 | $69,681 | — | — | $16,607 |