Plan Snapshot
- Plan Sponsor: Arlington Properties, LLC
- Sponsor EIN: 592374120
- Sponsor Address: 2 20TH STREET N SUITE 700, BIRMINGHAM, AL, 352034013
- Plan Type: 401(k)
- Total Participants: 732
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 732 | $17.1M | $702,360 | $2.3M |
| 2023 | 625 | $13.3M | $600,055 | $1.9M |
| 2022 | 532 | $10.4M | $477,130 | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $99,651 | — | $99,651 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | — | $26,207 | $26,207 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,858
- Estimated Expense Ratio: 0.737% 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 | $99,651 | — | $99,651 | — | — |
| 2023 | $74,528 | — | $74,528 | — | — |
| 2022 | $15,538 | — | $15,538 | — | — |