# The Alliance Home 403(b) Plan
Source: https://planprovider.pro/companies/the-alliance-home-dba-chapel-pointe-at-carlisle-plan-001

> The Alliance Home's 403(b) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Alliance Home

- **Sponsor EIN:** 231445658

- **Sponsor Address:** 770 S HANOVER ST, CARLISLE, PA, 170134105

- **Plan Type:** 403(b)

- **Total Participants:** 223

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|223|$4.2M|$147,982|$225,556|

| 2023|200|$3.7M|$139,251|$234,632|

| 2022|163|$4.1M|$130,168|$245,594|

## 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|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RKL LLP](https://planprovider.pro/provider/rkl-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|$1,882|—|—|—|—|

| 2023|$971|—|—|—|—|

| 2022|$693|—|—|—|—|

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