Plan Snapshot
- Plan Sponsor: Ally Medical Management, LLC
- Sponsor EIN: 475067134
- Sponsor Address: 5525 BURNET ROAD, SUITE A, AUSTIN, TX, 78756
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 358 | $2.8M | $538,265 | $817,156 |
| 2023 | 253 | $1.1M | $228,809 | $350,263 |
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 |
|---|---|---|---|---|
| SCOTT MILLER CPA AND ASSOCIATES,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA AND ASSOCIATES,PC — 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 | $7,571 | $800 | $6,071 | — | — |
| 2023 | $397 | $22 | $175 | — | — |