Plan Snapshot
- Plan Sponsor: Alliant International University
- Sponsor EIN: 205683516
- Sponsor Address: 10455 POMERADO ROAD, SAN DIEGO, CA, 92131
- Plan Type: DC
- Total Participants: 400
- Total Assets: $45.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 400 | $45.5M | $2.3M | $2.6M |
| 2023 | 411 | $39.7M | $1.9M | $2.5M |
| 2022 | 405 | $32.1M | $1.7M | $2.4M |
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 |
|---|---|---|---|---|
| ALMICH & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALMICH & ASSOCIATES — Auditor
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 | $68,534 | — | — | — | — |
| 2023 | $58,254 | $3 | — | — | — |
| 2022 | $55,414 | $7 | — | — | — |