# Alpine Management Services Iii LLC 401(k) Plan
Source: https://planprovider.pro/companies/alpine-management-services-llc-401k-plan

> Alpine Management Services Iii LLC's 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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