# Allied Community Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/allied-community-services-inc-403b-plan

> Allied Community Services, INC.'s 403(b) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied Community Services, INC.

- **Sponsor EIN:** 061538355

- **Sponsor Address:** 3 PEARSON WAY, ENFIELD, CT, 06082

- **Plan Type:** 403(b)

- **Total Participants:** 212

- **Total Assets:** $4.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|212|$4.7M|$75,619|$321,698|

| 2023|230|$5.6M|$96,274|$405,226|

| 2022|227|$4.6M|$39,196|$363,022|

## 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|

| CETERA ADVISOR NETWORKS LLC|NONE|$27,780|—|$27,780|

| CPI QUALIFIED PLAN CONSULTANTS, INC|NONE|$10,343|—|$10,343|

| GUILMARTIN, DIPIRO & SOKOLOWSKI LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CPI QUALIFIED PLAN CONSULTANTS, INC](https://planprovider.pro/provider/trustage) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,123

- **Estimated Expense Ratio:** 0.808% 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|$38,123|$27,780|$1,650|—|—|

| 2023|$42,595|$31,781|$750|—|—|

| 2022|$37,428|$27,558|$9,870|—|—|

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