# The Alliance, INC. DC Plan
Source: https://planprovider.pro/companies/the-alliance-inc-410963427-001

> The Alliance, INC.'s DC plan: 134 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, INC.

- **Sponsor EIN:** 410963427

- **Sponsor Address:** 400 CLIFTON AVENUE SOUTH, MINNEAPOLIS, MN, 55403

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 134

- **Total Assets:** $77.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|134|$77.1M|$2.1M|$0|

| 2023|126|$93.5M|$1.8M|$0|

| 2022|120|$71.4M|$1.5M|$0|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$82,857|—|$82,857|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$15,435|—|$15,435|

| CLIFTONLARSONALLEN LLP|Auditor|$15,225|—|$15,225|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $113,517

- **Estimated Expense Ratio:** 0.147% 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|$113,517|$15,435|—|$15,225|—|

| 2023|$108,758|$11,461|—|$15,750|—|

| 2022|$100,798|—|$100,798|—|—|

## Similar Plans

- [Bolton & Menk, INC.](https://planprovider.pro/companies/bolton-menk-inc-401k-plan) — 1,365 participants

- [Hammel, Green And Abrahamson, INC.](https://planprovider.pro/companies/hammel-green-and-abrahamson-inc-401k-plan) — 1,080 participants

- [Hammel Green & Abrahamson INC](https://planprovider.pro/companies/hammel-green-abrahamson-inc-410778838-505) — 1,010 participants

- [Hammel, Green And Abrahamson, INC.](https://planprovider.pro/companies/hammel-green-and-abrahamson-inc-plan) — 383 participants

- [Wold Architects & Engineers](https://planprovider.pro/companies/wold-architects-engineers-401k-plan) — 350 participants

- [Rsp Architects, Ltd](https://planprovider.pro/companies/rsp-architects-ltd-401k-plan) — 320 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-alliance-inc-410963427-001)

© 2026 PlanProvider.Pro