Plan Snapshot
- Plan Sponsor: Alphapet, INC.
- Sponsor EIN: 260697844
- Sponsor Address: 1301 FINLEY ISLAND ROAD, DECATUR, AL, 35601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 125 | $13.0M | $426,111 | $732,413 |
| 2023 | 120 | $10.5M | $400,636 | $652,316 |
| 2022 | 116 | $8.5M | $387,975 | $646,799 |
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 | $15,205 | — | $15,205 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,205
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 |
|---|---|---|---|---|---|
| 2025 | $561,971 | $3,654 | — | — | — |
| 2024 | $19,972 | $3,737 | — | $1,030 | — |
| 2023 | $21,767 | $3,862 | — | — | — |
| 2022 | $28,205 | $2,360 | — | — | — |