Plan Snapshot
- Plan Sponsor: Allied Power Group, LLC
- Sponsor EIN: 364819278
- Sponsor Address: 10131 MILLS ROAD, HOUSTON, TX, 77070
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $12.3M
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 | 371 | $12.3M | $764,860 | $1.6M |
| 2023 | 372 | $10.0M | $640,333 | $1.3M |
| 2022 | 346 | $7.4M | $288,768 | $977,544 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $46,030 | $28,825 | — | — | — |
| 2023 | $32,516 | $19,866 | $400 | — | — |
| 2022 | $24,061 | — | $9,313 | — | $14,748 |