# The Advocacy Alliance 401(k) Plan
Source: https://planprovider.pro/companies/the-advocacy-alliance-240829843-502

> The Advocacy Alliance's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Advocacy Alliance

- **Sponsor EIN:** 240829843

- **Sponsor Address:** 846 JEFFERSON AVE, SCRANTON, PA, 185101032

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

- **Plan Number:** 502

- **Total Participants:** 100

- **Total Assets:** $14,777

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|100|$14,777|$1.5M|$232,389|

| 2023|85|$251,938|$1.0M|$245,248|

## 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|

| CUMMINGS INSURANCE AGENCY|Investment Advisor|$33,720|—|$33,720|

| THE BENECON GROUP|Investment Advisor|$22,398|—|$22,398|

| CONNECTCARE3|Other Service Provider|$6,316|—|$6,316|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,434

- **Estimated Expense Ratio:** 422.508% 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|$1,726,784|—|—|—|—|

| 2023|$1,586,395|—|—|—|—|

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