# Alterman Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alterman-group-inc-401k-plan

> Alterman Group, INC.'s 401(k) plan: 392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alterman Group, INC.

- **Sponsor EIN:** 742316654

- **Sponsor Address:** 7805 N LOOP 1604 E, LIVE OAK, TX, 78233

- **Plan Type:** 401(k)

- **Total Participants:** 392

- **Total Assets:** $28.0M

## 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|392|$28.0M|$735,747|$2.0M|

| 2023|294|$24.4M|$653,497|$1.7M|

| 2022|297|$21.8M|$633,005|$1.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$13,049|—|$13,049|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,049

- **Estimated Expense Ratio:** 0.047% 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|$13,050|—|$13,050|—|—|

| 2023|$10,508|—|$10,508|—|—|

| 2022|$8,047|—|$8,047|—|—|

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