Plan Snapshot
- Plan Sponsor: Allied Affordable Housing LLC
- Sponsor EIN: 270258356
- Sponsor Address: 100 WILSHIRE BLVD STE 700, SANTA MONICA, CA, 90401
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $4.1M
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 | 372 | $4.1M | $141,671 | $917,849 |
| 2023 | 421 | $3.3M | $218,752 | $950,736 |
| 2022 | 418 | $2.2M | $170,179 | $750,524 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $17,467 | $17,467 | — | — | — |
| 2023 | $22,254 | $22,254 | — | — | — |
| 2022 | $8,292 | $8,292 | — | — | — |