# The Alpha Corporation Of Tennessee 401(k) Plan
Source: https://planprovider.pro/companies/the-alpha-corporation-of-tennessee-401k-plan

> The Alpha Corporation Of Tennessee's 401(k) plan: 420 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|—|—|—|—|

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