# Alliance Water Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alliance-water-resources-inc-401k-plan

> Alliance Water Resources, INC.'s 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISOR

- [RUBINBROWN LLP](https://planprovider.pro/provider/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|—|—|—|—|

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