Plan Snapshot
- Plan Sponsor: Allosource
- Sponsor EIN: 841327507
- Sponsor Address: 6278 S. TROY CIRCLE, CENTENNIAL, CO, 801116422
- Plan Type: DC
- Total Participants: 512
- Total Assets: $62.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 512 | $62.8M | $933,901 | $3.3M |
| 2023 | 486 | $56.9M | $901,970 | $3.1M |
| 2022 | 480 | $48.2M | $874,221 | $3.0M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $130,270 | $37,550 | — | — | — |
| 2023 | $133,563 | $50,000 | — | — | — |
| 2022 | $139,849 | $45,000 | — | — | — |