# Allied Management INC. 401(k) Plan
Source: https://planprovider.pro/companies/allied-management-inc-401k-plan-001-7753

> Allied Management INC.'s 401(k) plan: 723 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied Management INC.

- **Sponsor EIN:** 301007753

- **Sponsor Address:** 7200 MYKAWA ROAD, HOUSTON, TX, 77033

- **Plan Type:** 401(k)

- **Total Participants:** 723

- **Total Assets:** $15.2M

## 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|723|$15.2M|$0|$1.3M|

| 2023|611|$11.4M|$0|$1.1M|

| 2022|491|$9.2M|$0|$947,080|

## 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|

| BOKF, NA|TRUSTEE|$35,773|—|$35,773|

| WEINSTEIN, SPIRA AND COMPANY, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,773

- **Estimated Expense Ratio:** 0.236% 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|$35,774|$9,381|—|—|—|

| 2023|$23,108|$6,711|—|—|—|

| 2022|$26,496|—|—|—|$26,496|

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