Plan Snapshot
- Plan Sponsor: Allyn International Services, INC.
- Sponsor EIN: 650313967
- Sponsor Address: 13391 MCGREGOR BOULEVARD, FORT MYERS, FL, 33919
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $7.4M
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 | 192 | $7.4M | $269,501 | $496,440 |
| 2023 | 165 | $6.7M | $234,578 | $484,395 |
| 2022 | 142 | $5.6M | $213,846 | $521,410 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | INVESTMT ADVISORY | $27,812 | — | $27,812 |
| HSC/TUSCAN & COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HSC/TUSCAN & COMPANY, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,812
- Estimated Expense Ratio: 0.374% 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 | $44,063 | — | $44,063 | — | — |
| 2023 | $38,575 | — | $38,575 | — | — |
| 2022 | $30,178 | — | $30,178 | — | — |