# The Advocacy Alliance 403(b) Plan
Source: https://planprovider.pro/companies/the-advocacy-alliance-403b-plan

> The Advocacy Alliance's 403(b) plan: 161 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:** 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|—|—|

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