# Alvogen Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alvogen-group-inc-401k-plan

> Alvogen Group, INC.'s 401(k) plan: 576 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alvogen Group, INC.

- **Sponsor EIN:** 260557685

- **Sponsor Address:** 6826 STATE HIGHWAY 12, NORWICH, NY, 13815

- **Plan Type:** 401(k)

- **Total Participants:** 576

- **Total Assets:** $105.6M

## 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|576|$105.6M|$3.9M|$6.4M|

| 2023|562|$90.2M|$3.8M|$6.0M|

| 2022|550|$74.1M|$3.7M|$5.8M|

## 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|

| NFP|INVESTMENT ADVISOR|$30,000|—|$30,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$16,134|—|$16,134|

| DERMODY, BURKE & BROWN, CPA'S , LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,134

- **Estimated Expense Ratio:** 0.044% 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|$46,134|—|—|—|—|

| 2023|-$61,643|—|—|$16,700|—|

| 2022|-$58,004|—|—|—|—|

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