Plan Snapshot
- Plan Sponsor: Alliance Solutions Group LLC
- Sponsor EIN: 454014987
- Sponsor Address: 6161 OAK TREE BLVD., INDEPENDENCE, OH, 44131
- Plan Type: 401(k)
- Total Participants: 841
- Total Assets: $4.7M
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 | 841 | $4.7M | $125,832 | $533,502 |
| 2023 | 946 | $4.0M | $64,495 | $506,057 |
| 2022 | 613 | $3.2M | $0 | $576,186 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $59,948 | $25,841 | $28,061 | — | — |
| 2023 | $38,982 | $20,433 | $15,179 | — | — |
| 2022 | $32,164 | $14,607 | $16,827 | — | $730 |