Plan Snapshot
- Plan Sponsor: Alto Experience, INC.
- Sponsor EIN: 825270890
- Sponsor Address: 141 MANUFACTURING STREET, DALLAS, TX, 75207
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 329 | $1.6M | $151,508 | $271,190 |
| 2023 | 130 | $1.2M | $245,175 | $469,061 |
| 2022 | 374 | $504,987 | $177,916 | $348,475 |
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 |
|---|---|---|---|---|
| HENRY & PETERS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY & PETERS, PC — Auditor
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 | $11,880 | — | $11,880 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $5,233 | — | $1,875 | — | $3,358 |