Plan Snapshot
- Plan Sponsor: Allied Power Services, LLC
- Sponsor EIN: 371857278
- Sponsor Address: 4171 ESSEN LANE, SUITE 525, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 517
- Total Assets: $34.8M
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 | 517 | $34.8M | $1.5M | $5.0M |
| 2023 | 229 | $17.0M | $929,589 | $2.7M |
| 2022 | 199 | $11.8M | $779,788 | $2.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $223,418 | — | $223,418 |
| KESTRA INVESTMENT SERVICES | Investment Advisor | — | $131,093 | $131,093 |
| LEAFHOUSE FINANCIAL ADVISORS | Investment Advisor | $15,469 | — | $15,469 |
| THE HASLAUER GROUP, INC. | Recordkeeper | $12,650 | $190 | $12,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- KESTRA INVESTMENT SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $382,820
- Estimated Expense Ratio: 1.099% 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 | $251,537 | — | — | — | — |
| 2023 | $133,597 | — | — | — | — |
| 2022 | $113,352 | — | — | — | $113,352 |