# Allient INC. (F/K/A/ Allied Motion Technologies INC.) 401(k) Plan
Source: https://planprovider.pro/companies/allied-motion-technologies-inc-401k-plan

> Allient INC. (F/K/A/ Allied Motion Technologies INC.)'s 401(k) plan: 999 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allient INC. (F/K/A/ Allied Motion Technologies INC.)

- **Sponsor EIN:** 840518115

- **Sponsor Address:** 495 COMMERCE DRIVE, AMHERST, NY, 14228

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

- **Total Participants:** 999

- **Total Assets:** $122.2M

## 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|999|$122.2M|$2.7M|$5.7M|

| 2023|929|$105.9M|$2.7M|$5.7M|

| 2022|944|$89.7M|$2.0M|$4.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$102,759|—|$102,759|

| DOPKINS & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DOPKINS & COMPANY, LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,759

- **Estimated Expense Ratio:** 0.084% 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|$102,759|—|$300|—|—|

| 2023|$84,208|$7,957|—|—|—|

| 2022|$112,527|—|—|—|—|

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