Plan Snapshot
- Plan Sponsor: The Alpha Corporation Of Tennessee
- Sponsor EIN: 621173820
- Sponsor Address: 955 HIGHWAY 57 EAST, COLLIERVILLE, TN, 38017
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $115.1M
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 | 420 | $115.1M | $2.8M | $5.4M |
| 2023 | 421 | $103.4M | $2.5M | $4.8M |
| 2022 | 433 | $93.0M | $2.3M | $4.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $15,333 | — | $15,333 |
| CBIZ CPAS P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,333
- Estimated Expense Ratio: 0.013% 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 | $15,333 | $9,333 | — | — | — |
| 2023 | $12,046 | $6,871 | — | — | — |
| 2022 | $12,006 | — | — | — | — |