# Alm Global, LLC 401(k) Plan
Source: https://planprovider.pro/companies/alm-global-llc-401k-plan

> Alm Global, LLC's 401(k) plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alm Global, LLC

- **Sponsor EIN:** 133273851

- **Sponsor Address:** 150 EAST 42ND ST, NEW YORK CITY, NY, 10017

- **Plan Type:** 401(k)

- **Total Participants:** 376

- **Total Assets:** $90.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|376|$90.9M|$704,990|$3.2M|

| 2023|389|$87.5M|$773,137|$3.4M|

| 2022|417|$75.6M|$643,056|$3.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$135,628|—|$135,628|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$44,693|—|$44,693|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$40,132|—|$40,132|

| BDG-CPAS|AUDITOR|$21,300|—|$21,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDG-CPAS](https://planprovider.pro/provider/bdg-cpas) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $241,753

- **Estimated Expense Ratio:** 0.266% 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|$241,753|$84,825|—|$21,300|—|

| 2023|$235,898|$89,527|—|$20,600|—|

| 2022|$239,947|$88,696|$131,251|—|$20,000|

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