Plan Snapshot
- Plan Sponsor: The Advocacy Alliance
- Sponsor EIN: 240829843
- Sponsor Address: 846 JEFFERSON AVE, SCRANTON, PA, 185101032
- Plan Type: 403(b)
- Total Participants: 161
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 161 | $5.9M | $347,959 | $177,608 |
| 2023 | 126 | $5.1M | $313,594 | $188,028 |
| 2022 | 135 | $4.4M | $312,975 | $165,975 |
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 |
|---|---|---|---|---|
| BARBETTI MCHALE LLC | Auditor | — | — | $0 |
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 | $36,601 | — | $36,601 | — | — |
| 2023 | $37,149 | — | $37,149 | — | — |
| 2022 | $36,676 | — | $36,676 | — | — |