Plan Snapshot
- Plan Sponsor: Alliance Tractor, LLC
- Sponsor EIN: 472752268
- Sponsor Address: 5400 US HIGHWAY 45, MATTOON, IL, 61938
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $807,234 | $0 | $459,554 |
| 2023 | 154 | $8.2M | $94,300 | $761,321 |
| 2022 | 140 | $6.4M | $100,000 | $718,524 |
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 | $51,333 | — | $51,333 |
| FIRST MID-ILLINOIS BANK & TRUST | INVESTMENT ADVISOR | $28,631 | — | $28,631 |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | CONTRACT ADMIN | $10,741 | $3,350 | $14,091 |
| KEMPER CPA GROUP LLP | AUDITOR | $11,000 | — | $11,000 |
| KEMPER CPA GROUP, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEMPER CPA GROUP LLP — AUDITOR
- KEMPER CPA GROUP, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,055
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 | — | — | — | — | — |
| 2024 | $59,580 | — | $59,580 | — | — |
| 2023 | $51,998 | — | $51,998 | — | — |
| 2022 | $47,355 | — | $47,355 | — | — |