Plan Snapshot
- Plan Sponsor: Alliant Insurance Services, INC.
- Sponsor EIN: 330785439
- Sponsor Address: 18100 VON KARMAN, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 7,715
- Total Assets: $986.6M
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 | 7,715 | $986.6M | $15.3M | $81.0M |
| 2023 | 6,763 | $795.1M | $13.5M | $67.6M |
| 2022 | 5,862 | $629.0M | $12.1M | $57.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $558,692 | — | — | — | — |
| 2023 | $493,491 | — | — | — | — |
| 2022 | $496,899 | — | — | — | — |