Plan Snapshot
- Plan Sponsor: Alpha Consulting LLC
- Sponsor EIN: 223312656
- Sponsor Address: 360 MT. KEMBLE AVE, MORRISTOWN, NJ, 07960
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 91 | $10.9M | $0 | $629,174 |
| 2023 | 222 | $15.6M | $0 | $2.5M |
| 2022 | 451 | $14.1M | $1 | $3.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $67,165 | — | $67,165 |
| RESOURCES INVESTMENT ADVISORS, INC. | Recordkeeper | $14,040 | — | $14,040 |
| JOHN HANCOCK | Recordkeeper | $5,726 | — | $5,726 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- RESOURCES INVESTMENT ADVISORS, INC. — Recordkeeper
- JOHN HANCOCK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,931
- Estimated Expense Ratio: 0.799% 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 | $72,891 | — | $58,851 | — | — |
| 2023 | $93,956 | — | — | — | — |
| 2022 | $101,779 | — | — | — | — |