Plan Snapshot
- Plan Sponsor: Allsup, LLC
- Sponsor EIN: 822208506
- Sponsor Address: 300 ALLSUP PLACE, BELLEVILLE, IL, 62223
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $44.7M
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 | 534 | $44.7M | $694,676 | $2.2M |
| 2023 | 490 | $40.6M | $644,454 | $2.0M |
| 2022 | 447 | $33.9M | $586,432 | $1.8M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | ADVISOR | $5,401 | — | $5,401 |
| ANDERS MINKLER HUBER AND HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL INVESTMENT — ADVISOR
- ANDERS MINKLER HUBER AND HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,401
- Estimated Expense Ratio: 0.012% 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 | $3,808 | $5,401 | — | — | — |
| 2023 | $6,081 | — | — | — | — |
| 2022 | $4,188 | — | — | — | — |