Plan Snapshot
- Plan Sponsor: Allies INC.
- Sponsor EIN: 223677684
- Sponsor Address: 1262 WHITEHORSE HAMILTON SQUARE ROA, HAMILTON, NJ, 08690
- Plan Type: 401(k)
- Total Participants: 958
- Total Assets: $13.8M
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 | 958 | $13.8M | $823,816 | $1.5M |
| 2023 | 881 | $11.2M | $711,368 | $1.3M |
| 2022 | 838 | $9.2M | $677,927 | $1.3M |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — 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 | $48,586 | $52,825 | — | — | — |
| 2023 | $55,982 | $44,482 | — | — | — |
| 2022 | $36,928 | — | — | — | $36,928 |