Plan Snapshot
- Plan Sponsor: Allredi, LLC
- Sponsor EIN: 821900378
- Sponsor Address: 3009 PASADENA FREEWAY, PASADENA, TX, 77503
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $14.5M
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 | 223 | $14.5M | $447,984 | $1.1M |
| 2023 | 225 | $12.1M | $347,134 | $908,829 |
| 2022 | 209 | $9.8M | $380,437 | $1.0M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $42,802 | — | $42,802 |
| CIRA (CAMBRIDGE INVESTMENT RESEARCH | Investment Advisor | — | $16,378 | $16,378 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,180
- Estimated Expense Ratio: 0.408% 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 | $42,802 | — | $41,652 | — | — |
| 2023 | $34,241 | — | $33,141 | — | — |
| 2022 | $39,785 | — | — | — | — |