Plan Snapshot
- Plan Sponsor: Alliance Water Resources, INC.
- Sponsor EIN: 431082819
- Sponsor Address: 206 SOUTH KEENE STREET, COLUMBIA, MO, 65201
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $20.9M
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. |
|---|---|---|---|---|
| 2024 | 320 | $20.9M | $658,848 | $934,030 |
| 2023 | 315 | $19.8M | $663,681 | $923,372 |
| 2022 | 287 | $17.6M | $635,023 | $898,753 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,779 | — | $37,779 |
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR | $27,000 | — | $27,000 |
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,779
- Estimated Expense Ratio: 0.310% 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 | $65,049 | $34,020 | — | — | — |
| 2023 | $65,514 | $27,000 | — | — | — |
| 2022 | $66,876 | — | — | — | — |