# Alpha Services Company Of Rochester DC Plan
Source: https://planprovider.pro/companies/alpha-services-company-of-rochester-plan

> Alpha Services Company Of Rochester's DC plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alpha Services Company Of Rochester

- **Sponsor EIN:** 411992713

- **Sponsor Address:** 3900 FAIRWAY PL NW, ROCHESTER, MN, 559015039

- **Plan Type:** DC

- **Total Participants:** 395

- **Total Assets:** $3.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|395|$3.8M|$223,227|$484,347|

| 2023|360|$3.1M|$228,053|$493,245|

| 2022|341|$2.3M|$204,880|$440,321|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$44,048|—|$44,048|

| EDWARD JONES|INVESTMENT ADVISORY|—|$15,151|$15,151|

| SMITH SCHAFER & ASSOCIATES, LTD.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,199

- **Estimated Expense Ratio:** 1.573% 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|$44,049|—|$44,049|—|—|

| 2023|$34,445|—|$34,445|—|—|

| 2022|$27,247|—|$27,247|—|—|

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