# Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol 401(k) Plan
Source: https://planprovider.pro/companies/specialty-management-services-of-ouachita-llc-dba-alli-management-sol-401k-plan

> Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol

- **Sponsor EIN:** 721509232

- **Sponsor Address:** 101 CATALPA STREET, MONROE, LA, 71201

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

- **Total Participants:** 188

- **Total Assets:** $17.3M

## 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|188|$17.3M|$547,695|$1.0M|

| 2023|185|$15.0M|$505,181|$951,717|

| 2022|152|$12.7M|$463,328|$843,006|

## 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|

| LAPORTE, A PUBLIC ACCOUNTING CORP.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LAPORTE, A PUBLIC ACCOUNTING CORP.](https://planprovider.pro/provider/laporte-cpas-and-business-advisors) — 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|$73,828|$39,704|—|—|—|

| 2023|$64,561|$32,610|—|—|—|

| 2022|$64,556|$35,225|$29,331|—|—|

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