Plan Snapshot
- Plan Sponsor: Alpha Genesis, INC.
- Sponsor EIN: 541800459
- Sponsor Address: 95 CASTLE HALL RD, YEMASSEE, SC, 299457115
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $3.8M
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 | 233 | $3.8M | $177,889 | $397,470 |
| 2023 | 242 | $3.1M | $183,513 | $296,921 |
| 2022 | 171 | $2.3M | $111,675 | $261,477 |
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 |
|---|---|---|---|---|
| MOSS & YANTIS CPA PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS & YANTIS CPA PA — 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 | $43,198 | $43,198 | — | — | — |
| 2023 | $31,114 | $31,114 | — | — | — |
| 2022 | $36,107 | $36,107 | — | — | — |