Plan Snapshot
- Plan Sponsor: Allied Systems Company
- Sponsor EIN: 930656721
- Sponsor Address: 21433 SW OREGON STREET, SHERWOOD, OR, 97140
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $14.3M
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 | 242 | $14.3M | $222,070 | $704,145 |
| 2023 | 237 | $12.2M | $160,682 | $628,423 |
| 2022 | 203 | $9.7M | $124,486 | $521,386 |
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 |
|---|---|---|---|---|
| MAGINNIS & CAREY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAGINNIS & CAREY 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 | $42,722 | — | $42,722 | — | — |
| 2023 | $41,351 | — | $34,506 | — | — |
| 2022 | $48,095 | — | $36,411 | — | $11,684 |