# Richard A. Alaimo Associates 401(k) Plan
Source: https://planprovider.pro/companies/richard-a-alaimo-associates-plan

> Richard A. Alaimo Associates's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Richard A. Alaimo Associates

- **Sponsor EIN:** 221824833

- **Sponsor Address:** 200 HIGH ST, MOUNT HOLLY, NJ, 080601404

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

- **Total Participants:** 97

- **Total Assets:** $41.3M

## 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|97|$41.3M|$800,000|$595,980|

| 2023|93|$39.0M|$798,268|$531,470|

| 2022|94|$37.3M|$806,223|$458,893|

## 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|

| CLARKE INS AGENCY INC|INVESTMENT ADVISOR|$39,515|—|$39,515|

| BOWMAN & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BOWMAN & COMPANY](https://planprovider.pro/provider/bowman-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,515

- **Estimated Expense Ratio:** 0.096% 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|$41,650|$41,650|—|—|—|

| 2023|$38,180|$38,180|—|—|—|

| 2022|$119,580|$99,776|$19,804|—|—|

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