Plan Snapshot
- Plan Sponsor: Alliant Health Group, INC.
- Sponsor EIN: 260893902
- Sponsor Address: 400 PERIMETER CENTERTER., NE, ATLANTA, GA, 30346
- Plan Type: 403(b)
- Total Participants: 219
- Total Assets: $42.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $42.8M | $1.9M | $1.3M |
| 2023 | 227 | $36.4M | $1.8M | $1.4M |
| 2022 | 221 | $29.6M | $1.8M | $1.3M |
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 |
|---|---|---|---|---|
| CHERRY, BEKAERT, LLP | 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 | $69,636 | — | $69,436 | — | — |
| 2023 | $1,675 | — | $1,675 | — | — |
| 2022 | $1,150 | — | — | — | $1,150 |