Plan Snapshot
- Plan Sponsor: Allied Mortgage Group, INC.
- Sponsor EIN: 232721546
- Sponsor Address: 225 CITY AVENUE SUITE 102, BALA CYNWYD, PA, 19004
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $13.2M
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 | 197 | $13.2M | $0 | $941,541 |
| 2023 | 186 | $12.0M | $0 | $755,162 |
| 2022 | 195 | $10.5M | $187,512 | $1.1M |
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 |
|---|---|---|---|---|
| HAEFELE FLANAGAN & CO. 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 |
|---|---|---|---|---|---|
| 2024 | $60,873 | $36,527 | — | — | — |
| 2023 | $61,885 | $32,997 | — | — | — |
| 2022 | $52,674 | — | — | — | — |