# Alloy Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/alloy-holdings-llc-401k-plan

> Alloy Holdings, LLC's 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alloy Holdings, LLC

- **Sponsor EIN:** 464144438

- **Sponsor Address:** 160 NIANTIC AVENUE, PROVIDENCE, RI, 02907

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

- **Total Participants:** 290

- **Total Assets:** $27.9M

## 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|290|$27.9M|$765,291|$1.7M|

| 2023|280|$25.7M|$544,744|$1.2M|

| 2022|86|$5.7M|$172,625|$444,166|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$112,480|—|$112,480|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,480

- **Estimated Expense Ratio:** 0.403% 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|$117,626|$106,130|$11,496|—|—|

| 2023|$70,999|—|$61,513|—|—|

| 2022|—|—|—|—|—|

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