Plan Snapshot
- Plan Sponsor: Alzheimer'S Association
- Sponsor EIN: 133039601
- Sponsor Address: 225 N. MICHIGAN AVENUE, 17TH FLOOR, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 1,761
- Total Assets: $276.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,761 | $276.9M | $15.6M | $12.7M |
| 2023 | 1,739 | $239.1M | $15.3M | $12.3M |
| 2022 | 1,912 | $191.7M | $14.2M | $11.9M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — 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 | $65,658 | — | — | — | — |
| 2023 | -$154,374 | — | — | — | — |
| 2022 | -$177,952 | — | — | — | — |