Plan Snapshot
- Plan Sponsor: Alliance Technical Group, LLC
- Sponsor EIN: 271569242
- Sponsor Address: 255 GRANT STREET, SUITE 600, DECATUR, AL, 35601
- Plan Type: 401(k)
- Total Participants: 1,799
- Total Assets: $43.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,799 | $43.6M | $2.9M | $6.0M |
| 2023 | 1,256 | $30.0M | $2.2M | $3.7M |
| 2022 | 848 | $20.4M | $1.0M | $2.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $87,251 | — | $87,251 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $59,848 | — | $59,848 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $17,551 | $21,233 | $38,784 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $15,127 | — | $15,127 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $201,010
- Estimated Expense Ratio: 0.461% 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 | $174,296 | $15,528 | — | — | — |
| 2023 | $170,118 | $21,191 | $7,099 | — | — |
| 2022 | $134,829 | $134,829 | — | — | — |