Plan Snapshot
- Plan Sponsor: Allied Resources Group LLC
- Sponsor EIN: 843908414
- Sponsor Address: 135 DOWLIN FORGE RD, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 546
- Total Assets: $26.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 546 | $26.0M | $1.3M | $2.8M |
| 2023 | 667 | $18.2M | $1.2M | $2.6M |
| 2022 | 599 | $9.9M | $876,103 | $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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $91,250 | — | $91,250 |
| M2B RETIREMENT CONSULTING, LLC | TPA | $12,000 | — | $12,000 |
| JOSEPH J LYONS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,250
- Estimated Expense Ratio: 0.397% 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 | $103,250 | — | $12,000 | — | — |
| 2023 | $57,075 | — | $16,352 | — | — |
| 2022 | $65,608 | $65,608 | — | — | — |