Plan Snapshot
- Plan Sponsor: The Alliance, INC.
- Sponsor EIN: 410963427
- Sponsor Address: 400 CLIFTON AVENUE SOUTH, MINNEAPOLIS, MN, 55403
- Plan Type: DC
- 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. |
|---|---|---|---|---|
| 2025 | 134 | $77.1M | $0 | $0 |
| 2024 | 126 | $93.5M | $0 | $0 |
| 2023 | 120 | $71.4M | $0 | $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 |
|---|---|---|---|---|
| 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 — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,225
- Estimated Expense Ratio: 0.020% 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 |
|---|---|---|---|---|---|
| 2025 | $113,517 | $15,435 | — | $15,225 | — |
| 2024 | $108,758 | $11,461 | — | $15,750 | — |
| 2023 | $100,798 | — | $100,798 | — | — |