Plan Snapshot
- Plan Sponsor: Als Education, LLC
- Sponsor EIN: 843952335
- Sponsor Address: 5850 T.G. LEE BLVD. SUITE 345, ORLANDO, FL, 32822
- Plan Type: 401(k)
- Total Participants: 713
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 713 | $10.3M | $564,297 | $1.5M |
| 2023 | 511 | $7.8M | $300,184 | $1.1M |
| 2022 | 437 | $5.6M | $133,237 | $432,831 |
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 |
|---|---|---|---|---|
| PYA P.C | Auditor | — | — | $0 |
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 | $88,399 | $33,765 | — | — | — |
| 2023 | $65,187 | $33,765 | $31,393 | — | — |
| 2022 | $59,275 | $52,304 | $6,971 | — | — |