Plan Snapshot
- Plan Sponsor: Allied Management, INC.
- Sponsor EIN: 222069857
- Sponsor Address: 343 WEST MOUNT PLEASANT AVENUE, LIVINGSTON, NJ, 07039
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 271 | $2.8M | $179,588 | $447,843 |
| 2023 | 295 | $2.0M | $172,448 | $431,215 |
| 2022 | 330 | $1.2M | $172,704 | $432,848 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $2,156 | — | $2,156 | — | — |
| 2024 | $8,319 | — | $8,319 | — | — |
| 2023 | $4,928 | — | $4,928 | — | — |
| 2022 | $4,869 | — | $4,869 | — | — |