# Allied Telesis, INC. 401(k) Plan
Source: https://planprovider.pro/companies/allied-telesis-inc-401k-plan

> Allied Telesis, INC.'s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied Telesis, INC.

- **Sponsor EIN:** 770165055

- **Sponsor Address:** 3041 ORCHARD PARKWAY, SAN JOSE, CA, 95134

- **Plan Type:** 401(k)

- **Total Participants:** 178

- **Total Assets:** $51.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|178|$51.6M|$233,340|$1.9M|

| 2023|163|$47.9M|$229,978|$1.8M|

| 2022|164|$42.3M|$225,942|$1.7M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$15,385|—|$15,385|

| CLARK NUBER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,385

- **Estimated Expense Ratio:** 0.030% 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|$15,386|$2,409|—|—|—|

| 2023|$11,524|$1,316|—|—|—|

| 2022|$15,816|—|—|—|—|

## Similar Plans

- [Drum Workshop, INC.](https://planprovider.pro/companies/drum-workshop-inc-401k-plan) — 184 participants

- [Tonal Systems, INC.](https://planprovider.pro/companies/tonal-systems-inc-401k-plan) — 172 participants

- [Rix Industries](https://planprovider.pro/companies/rix-industries-plan-001) — 189 participants

- [Jwc Environmental, INC.](https://planprovider.pro/companies/jwc-environmental-inc-401k-plan) — 154 participants

- [Adco Manufacturing](https://planprovider.pro/companies/adco-manufacturing-plan-003) — 149 participants

- [West Coast Prime Meats LLC](https://planprovider.pro/companies/west-coast-prime-meats-llc-plan) — 221 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allied-telesis-inc-401k-plan)

© 2026 PlanProvider.Pro