# Allied Resources Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/allied-resources-group-llc-401k-plan

> Allied Resources Group LLC's 401(k) plan: 546 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|—|

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