# Allied Affordable Housing LLC 401(k) Plan
Source: https://planprovider.pro/companies/allied-affordable-housing-llc-401k-plan

> Allied Affordable Housing LLC's 401(k) plan: 372 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HUMAN INTEREST ADVISOR LLC|RECORDKEEPER|$17,467|—|$17,467|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUMAN INTEREST ADVISOR LLC](https://planprovider.pro/provider/human-interest-inc) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,467

- **Estimated Expense Ratio:** 0.425% 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|$17,467|$17,467|—|—|—|

| 2023|$22,254|$22,254|—|—|—|

| 2022|$8,292|$8,292|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allied-affordable-housing-llc-401k-plan)

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