Plan Snapshot
- Plan Sponsor: Alliantgroup LP
- Sponsor EIN: 043647277
- Sponsor Address: 3009 POST OAK BLVD SUITE 2000, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 586
- Total Assets: $39.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 586 | $39.0M | $1.3M | $4.4M |
| 2023 | 707 | $31.7M | $1.2M | $4.0M |
| 2022 | 740 | $24.3M | $1.1M | $3.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $118,658 | — | $118,658 |
| OSAIC FS INC | BROKER/ADVISER | — | $33,660 | $33,660 |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | INVESTMENT ADVISOR | $16,521 | — | $16,521 |
| SETH & ASSOCIATES CPAS, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,839
- Estimated Expense Ratio: 0.433% 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 | $135,179 | $16,521 | — | — | — |
| 2023 | $110,009 | $13,062 | — | $4,100 | — |
| 2022 | $100,817 | $16,666 | $84,151 | — | — |