Plan Snapshot
- Plan Sponsor: Allied Realty
- Sponsor EIN: 550112085
- Sponsor Address: 20 26TH STREET, HUNTINGTON, WV, 25703
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $3.8M
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 | 2 | $3.8M | $162,248 | $221,964 |
| 2023 | 290 | $5.9M | $238,273 | $340,361 |
| 2022 | 171 | $5.3M | $265,345 | $391,840 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY LLP — Auditor
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 | $63,586 | $14,786 | $47,436 | — | — |
| 2023 | $50,738 | — | $50,738 | — | — |
| 2022 | $46,321 | $15,612 | $21,671 | — | $9,038 |