Retirement plan

ALLIANCE SPORT MARKETING, LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: ALLIANCE SPORT MARKETING, LLC - ALLIANCE SPORT MARKETING, LLC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: ALLIANCE SPORT MARKETING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIANCE SPORT MARKETING, LLC 401(K) PROFIT SHARING PLAN & TRUST, ALLIANCE SPORT MARKETING, LLC

ALLIANCE SPORT MARKETING, LLCEIN 26-1374285Plan #001PY 2024

401 CHURCH STREET, SUITE 3000 - NASHVILLE, TN 37219615-469-0228alliancesportmarketing.comLinkedIn11-50 employeessports

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1M

+31.4% from 2023

Total participants

+8.3% from 2023

Average account balance

$85,231

-1.4% from 2023

Annual return

11.56%

-3.29 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$85K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$199

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3B3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$265 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.233%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,231

$160,070-46.8%

$147,117-42.1%

$145,897-41.6%

Participation rate

88.9%

84.0%+4.9pp

82.2%+6.7pp

80.3%+8.6pp

Annual return

11.56%

98.69%-87.1pp

420.54%-409.0pp

552.29%-540.7pp

Employer contribution / active EE

$782

$5,285-85.2%

$4,932-84.1%

$4,663-83.2%

Participant deferral / active EE

$16,393

$8,419+94.7%

$8,065+103.3%

$6,689+145.1%

Admin fee / account holder

$199

$15,035-98.7%

$12,993-98.5%

$13,390-98.5%

ALLIANCE SPORT MARKETING, LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIANCE SPORT MARKETING, LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion