# Donor Alliance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/donor-alliance-inc-401k-plan

> Donor Alliance, INC.'s 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donor Alliance, INC.

- **Sponsor EIN:** 841003771

- **Sponsor Address:** 200 SPRUCE STREET, SUITE 200, DENVER, CO, 80230

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

- **Total Participants:** 208

- **Total Assets:** $34.0M

## 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|208|$34.0M|$1.7M|$1.6M|

| 2023|201|$28.2M|$1.6M|$1.4M|

| 2022|174|$21.9M|$1.3M|$1.2M|

## 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|

| KESTRA ADVISORY SERVICES|SERVICE PROVIDER|—|$76,791|$76,791|

| TYCOR BENEFIT ADMINISTRATORS, INC.|THIRD PARTY ADMIN|—|$14,693|$14,693|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$6,104|—|$6,104|

| KUNDINGER, CORDER & MONTOYA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES](https://planprovider.pro/provider/john-hancock) — SERVICE PROVIDER

- [KUNDINGER, CORDER & MONTOYA, P.C.](https://planprovider.pro/provider/kundinger-corder-and-montoya-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,588

- **Estimated Expense Ratio:** 0.287% 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|$9,705|$6,155|$2,800|—|—|

| 2023|$8,068|$8,068|—|—|—|

| 2022|$8,308|$4,258|—|—|—|

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