Plan Snapshot
- Plan Sponsor: Alpha Measurement Solutions, LLC.
- Sponsor EIN: 760283670
- Sponsor Address: 10540 ROCKLEY ROAD, HOUSTON, TX, 77099
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $12.6M
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 | 224 | $12.6M | $386,122 | $979,207 |
| 2023 | 229 | $10.4M | $389,682 | $943,384 |
| 2022 | 275 | $9.1M | $341,090 | $945,121 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,327 | — | $28,327 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $26,945 | — | $26,945 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,272
- Estimated Expense Ratio: 0.440% 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 | $55,272 | $26,945 | — | — | — |
| 2023 | $44,307 | $22,945 | — | — | — |
| 2022 | $44,867 | — | — | — | — |