Plan Snapshot
- Plan Sponsor: Alpine Sg LLC
- Sponsor EIN: 813468569
- Sponsor Address: 1333 N. CALIFORNIA BLVD, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 960
- Total Assets: $82.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 960 | $82.2M | $4.6M | $9.3M |
| 2023 | 1,035 | $62.8M | $4.4M | $8.7M |
| 2022 | 862 | $37.8M | $3.5M | $6.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | RECORDKEEPE R | $97,880 | — | $97,880 |
| ALLIANT RETIREMENT CONS. | ADVISORY FEES | $91,879 | — | $91,879 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPE R
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,759
- Estimated Expense Ratio: 0.231% 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 | $155,359 | $155,359 | — | — | — |
| 2023 | $185,169 | — | $185,169 | — | — |
| 2022 | $56,041 | — | $56,041 | — | — |