# Alumni Ventures Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/alumni-ventures-group-llc-401k-plan

> Alumni Ventures Group, LLC's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HALLOWELL 401(K)ASSURANCE, LLC](https://planprovider.pro/provider/hallowell-401k-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|—|—|—|—|

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