Plan Snapshot
- Plan Sponsor: Alumni Ventures Group, LLC
- Sponsor EIN: 463009852
- Sponsor Address: 670 N COMMERCIAL, MANCHESTER, NH, 03101
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $15.4M
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 | 117 | $15.4M | $260,494 | $1.6M |
| 2023 | 126 | $11.9M | $443,505 | $1.7M |
| 2022 | 132 | $8.8M | $590,706 | $1.6M |
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 |
|---|---|---|---|---|
| THE WATERFORD GROUP LLC | ADVISOR | $12,500 | — | $12,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $10,075 | — | $10,075 |
| HALLOWELL 401(K)ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HALLOWELL 401(K)ASSURANCE, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,575
- Estimated Expense Ratio: 0.147% 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 | $22,575 | $12,500 | — | — | — |
| 2023 | $28,843 | — | — | $11,000 | — |
| 2022 | $4,997 | — | — | — | — |