# Allied Systems Company 401(k) Plan
Source: https://planprovider.pro/companies/allied-systems-company-401k-plan

> Allied Systems Company&#39;s 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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