Plan Snapshot
- Plan Sponsor: Alvine & Associates, INC.
- Sponsor EIN: 470469868
- Sponsor Address: 1201 CASS STREET, OMAHA, NE, 681021124
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 147 | $30.1M | $549,126 | $1.2M |
| 2023 | 156 | $25.8M | $670,909 | $1.1M |
| 2022 | 146 | $22.6M | $723,606 | $1.0M |
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 |
|---|---|---|---|---|
| MCFARLIN & BROKKE PC | 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 | $66,527 | — | $66,527 | — | — |
| 2023 | $80,339 | — | $80,339 | — | — |
| 2022 | $111,691 | — | $111,691 | — | — |