Plan Snapshot
- Plan Sponsor: Allied Stone, INC.
- Sponsor EIN: 731571695
- Sponsor Address: 4055 VALLEY VIEW LANE SUITE 500, DALLAS, TX, 75244
- Plan Type: 401(k)
- Total Participants: 809
- Total Assets: $5.3M
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 | 809 | $5.3M | $260,555 | $968,442 |
| 2023 | 749 | $3.7M | $86,913 | $811,262 |
| 2022 | 773 | $2.5M | $70,358 | $678,689 |
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 |
|---|---|---|---|---|
| TURNER STONE AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER STONE AND COMPANY — 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 | $38,582 | $6,884 | — | — | — |
| 2023 | $5,759 | $1,035 | — | — | — |
| 2022 | $5,176 | — | — | — | — |