Plan Snapshot
- Plan Sponsor: The Alexander Group, INC.
- Sponsor EIN: 133248641
- Sponsor Address: 8800 EAST RAINTREE DRIVE, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 208
- Total Assets: $39.0M
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 | 208 | $39.0M | $136,310 | $2.8M |
| 2023 | 205 | $33.6M | $119,369 | $2.8M |
| 2022 | 191 | $26.4M | $104,074 | $1.9M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE CO. | Recordkeeper | $13,632 | — | $13,632 |
| NEWPORT GROUP, INC. | Recordkeeper | $9,993 | — | $9,993 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INSURANCE CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,625
- Estimated Expense Ratio: 0.061% 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 | $23,625 | — | $23,625 | — | — |
| 2023 | $23,139 | — | $23,139 | — | — |
| 2022 | $2,088 | — | $2,088 | — | — |