# Specialized Alternatives 401(k) Plan
Source: https://planprovider.pro/companies/specialized-alternatives-401k-plan

> Specialized Alternatives's 401(k) plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Specialized Alternatives

- **Sponsor EIN:** 341600251

- **Sponsor Address:** 10100 ELIDA ROAD, DELPHOS, OH, 45833

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

- **Total Participants:** 446

- **Total Assets:** $21.0M

## 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|446|$21.0M|$691,122|$1.2M|

| 2023|415|$18.5M|$612,601|$1.1M|

| 2022|415|$15.7M|$577,855|$1.0M|

## 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|

| ADP, INC.|RECORD KEEPER|$57,643|—|$57,643|

| EVERHART FINANCIAL GROUP, INC|INVESTMENT/FINANCIAL ADVI|$43,176|—|$43,176|

| GBQ PARTNERS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [EVERHART FINANCIAL GROUP, INC](https://planprovider.pro/provider/everhart-advisors) — INVESTMENT/FINANCIAL ADVI

- [GBQ PARTNERS LLC](https://planprovider.pro/provider/gbq-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,819

- **Estimated Expense Ratio:** 0.480% 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|$100,819|$43,176|—|—|—|

| 2023|$83,744|$35,786|—|—|—|

| 2022|$87,932|—|—|—|—|

## Similar Plans

- [Victory Capital Management, INC.](https://planprovider.pro/companies/victory-capital-management-inc-401k-plan) — 456 participants

- [Electronic Merchant Systems, LLC](https://planprovider.pro/companies/ems-savings-plan-401k-plan) — 408 participants

- [Mai Wealth Management, INC.](https://planprovider.pro/companies/mai-wealth-management-inc-401k-plan) — 503 participants

- [Real Alloy Recycling, LLC](https://planprovider.pro/companies/real-alloy-recycling-llc-401k-plan) — 802 participants

- [Seasons Service Select, LLC](https://planprovider.pro/companies/seasons-service-select-llc-401k-plan) — 963 participants

- [Ultimus Fund Solutions, LLC](https://planprovider.pro/companies/ultimus-fund-solutions-llc-401k-plan) — 1,025 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/specialized-alternatives-401k-plan)

© 2026 PlanProvider.Pro