Plan Snapshot
- Plan Sponsor: Alternative Paths Training School
- Sponsor EIN: 542055003
- Sponsor Address: 2525 POINTE CENTER COURT, SUITE 300, DUMFRIES, VA, 22026
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $4.6M
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. |
|---|---|---|---|---|
| 2024 | 171 | $4.6M | $65,415 | $422,760 |
| 2023 | 184 | $3.9M | $163,213 | $378,896 |
| 2022 | 158 | $2.9M | $155,438 | $339,123 |
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 |
|---|---|---|---|---|
| BURDETTE SMITH & BISH, LLC | 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 | $39,372 | $20,256 | $19,116 | — | — |
| 2023 | $17,954 | $7,005 | $10,949 | — | — |
| 2022 | $12,895 | — | $12,895 | — | — |