# Altern Marketing, LLC 401(k) Plan
Source: https://planprovider.pro/companies/altern-marketing-llc-401k-plan

> Altern Marketing, LLC's 401(k) plan: 1,611 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Altern Marketing, LLC

- **Sponsor EIN:** 275077031

- **Sponsor Address:** 23251 MULHOLLAND DRIVE, WOODLAND HILLS, CA, 91364

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

- **Total Participants:** 1,611

- **Total Assets:** $40.9M

## 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|1,611|$40.9M|$2.7M|$6.4M|

| 2023|1,349|$29.3M|$2.0M|$5.3M|

| 2022|1,008|$20.1M|$1.7M|$3.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$130,940|—|$130,940|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$53,960|—|$53,960|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $184,900

- **Estimated Expense Ratio:** 0.452% 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|$184,900|$53,960|—|—|—|

| 2023|$157,673|$44,264|—|—|—|

| 2022|$141,692|—|—|—|—|

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