Plan Snapshot
- Plan Sponsor: Al'S Sporting Goods, INC.
- Sponsor EIN: 870266361
- Sponsor Address: 1075 NORTH MAIN, LOGAN, UT, 84341
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 534
- Total Assets: $6.8M
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 | 534 | $6.8M | $0 | $0 |
| 2024 | 508 | $6.4M | $301,894 | $545,168 |
| 2023 | 421 | $4.2M | $263,417 | $434,917 |
| 2022 | 190 | $1.6M | $159,993 | $279,656 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVOCATES | Investment Advisor | $58,982 | — | $58,982 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $22,532 | — | $22,532 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,514
- Estimated Expense Ratio: 1.205% 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 |
|---|---|---|---|---|---|
| 2025 | $1,797,396 | $59,544 | — | — | — |
| 2024 | $64,426 | $45,678 | — | — | — |
| 2023 | $734,208 | — | — | — | — |
| 2022 | $6,811 | — | — | — | — |