Plan Snapshot
- Plan Sponsor: Allied Workforce, INC.
- Sponsor EIN: 752133642
- Sponsor Address: 4400 BUFFALO GAP ROAD, SUITE 4500, ABILENE, TX, 79606
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 251 | $6.3M | $263,740 | $603,868 |
| 2023 | 268 | $5.3M | $214,605 | $501,766 |
| 2022 | 264 | $4.6M | $136,304 | $438,821 |
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 |
|---|---|---|---|---|
| SCOTT MILLER CPA AND ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA AND ASSOCIATES, PC — 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 | $43,953 | — | $43,953 | — | — |
| 2023 | $22,850 | — | $22,850 | — | — |
| 2022 | $60,807 | — | — | — | $60,807 |