Plan Snapshot
- Plan Sponsor: The Alinea Group LLC
- Sponsor EIN: 201272395
- Sponsor Address: 406 N. SANGAMON ST, CHICAGO, IL, 60642
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 296 | $4.2M | $271,149 | $467,709 |
| 2023 | 309 | $3.3M | $287,653 | $513,755 |
| 2022 | 331 | $2.2M | $256,907 | $461,039 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $2,685 | — | $2,685 | — | — |
| 2023 | $2,640 | — | $2,640 | — | — |
| 2022 | $2,640 | — | $2,640 | — | — |