Plan Snapshot
- Plan Sponsor: Alpha Net Consulting, LLC
- Sponsor EIN: 113524755
- Sponsor Address: 3211 SCOTT BLVD. STE 203, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 127 | $5.0M | $0 | $561,028 |
| 2023 | 142 | $4.1M | $0 | $630,365 |
| 2022 | 120 | $3.3M | $0 | $701,746 |
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 |
|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | INVESTMENT/FINANCIAL ADVI | $38,074 | — | $38,074 |
| ADP, INC. | RECORD KEEPER | $16,451 | — | $16,451 |
| PRICEKUBECKA, PLLC | ACCOUNTANT | $9,250 | — | $9,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PRICEKUBECKA, PLLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,775
- Estimated Expense Ratio: 1.282% 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 | $65,160 | — | — | — | — |
| 2023 | $42,794 | $17,159 | — | $8,750 | — |
| 2022 | $55,007 | — | — | — | — |