# The Alexander Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-alexander-group-inc-133248641-001

> The Alexander Group, INC.'s 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|

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