Plan Snapshot
- Plan Sponsor: Allyon, INC.
- Sponsor EIN: 264212408
- Sponsor Address: 3066 MERCER UNIVERSITY DRIVE, CHAMBLEE, GA, 30341
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 120 | $3.0M | $71,017 | $488,009 |
| 2023 | 122 | $2.4M | $126,974 | $468,218 |
| 2022 | 135 | $1.7M | $201,752 | $513,184 |
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 |
|---|---|---|---|---|
| PRACTICALL AUDIT SOLUTIONS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRACTICALL AUDIT SOLUTIONS 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 | $31,780 | $1,312 | — | — | — |
| 2023 | $26,177 | $947 | — | — | — |
| 2022 | $22,110 | $548 | $21,562 | — | — |