# Allied Realty 401(k) Plan
Source: https://planprovider.pro/companies/allied-realty-dba-reo-logistics-401k-plan

> Allied Realty's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/brown-edwards-and-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|

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