Plan Snapshot
- Plan Sponsor: Alpine Management Services Iii LLC
- Sponsor EIN: 270368581
- Sponsor Address: 1 CALIFORNIA STREET, SAN FRANCISCO, CA, 941114016
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 184 | $22.2M | $1.3M | $2.9M |
| 2023 | 167 | $15.0M | $1.2M | $2.7M |
| 2022 | 152 | $9.1M | $598,524 | $1.4M |
| 2020 | 84 | $6.3M | $313,844 | $848,150 |
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 |
|---|---|---|---|---|
| YULISHANA INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YULISHANA INC — 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 | $52,991 | $36,089 | $1,245 | — | — |
| 2023 | $35,541 | $17,469 | $1,218 | — | — |
| 2022 | — | — | — | — | — |
| 2020 | — | — | — | — | — |