Plan Snapshot
- Plan Sponsor: Alorica, INC.
- Sponsor EIN: 954740339
- Sponsor Address: 5161 CALIFORNIA AVE, IRVINE, CA, 92617
- Plan Type: 401(k)
- Total Participants: 17,563
- Total Assets: $146.5M
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 | 17,563 | $146.5M | $1.7M | $5.6M |
| 2023 | 16,930 | $140.7M | $1.9M | $6.2M |
| 2022 | 17,784 | $130.4M | $2.1M | $6.8M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $252,592 | — | $252,592 |
| MORGAN STANLEY | CONSULTANT | $93,136 | — | $93,136 |
| BDO USA P.C. | ACCOUNTANT | $41,500 | — | $41,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — CONSULTANT
- BDO USA P.C. — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $387,228
- Estimated Expense Ratio: 0.264% 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 | $393,898 | $93,136 | — | $41,500 | — |
| 2023 | $349,033 | $86,873 | — | $34,450 | — |
| 2022 | $120,073 | — | — | — | — |