Retirement plan

ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN

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

ALLIANCE EXECUTIVE SEARCH, LLCEIN 45-4574229Plan #001PY 2024

1950 OLD GALLOWS ROAD, SUITE 410 - VIENNA, VA 22182571-221-7748

Other plans on this EIN

1 filing

#002Retirement-$23K assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$14.5M

+80.6% from 2023

Total participants

193

+40.9% from 2023

Average account balance

$76,177

+25.8% from 2023

Annual return

47.89%

+24.93 pp from 2023

Benchmarks

See 6,297 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,297 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$14.55M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

191

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.67M

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

+47.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CURIO WEALTH1 year Filed as: CURIO WEALTH, LLC Service code 26 721 MELVIN AVE · ANNAPOLIS, MD 21401	Advisory (Participants)	$31,715
EPIC RETIREMENT PLAN SERVICES1 year Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 PO BOX 1264 · NORFOLK, NE 68702	Recordkeeping	$21,587

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$53K

$335 / participant

Recordkeeping$32K59.5%
Contract admin$22K40.5%

% of EOY assets

0.366%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ELLIN & TUCKER
Auditor EIN: 520959934
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,177

$101,317-24.8%

$146,958-48.2%

$74,495+2.3%

Participation rate

98.7%

75.5%+23.2pp

82.2%+16.6pp

67.2%+31.5pp

Annual return

47.89%

8730.91%-8683.0pp

418.34%-370.5pp

1364.94%-1317.1pp

Employer contribution / active EE

$8,039

$3,810+111.0%

$4,933+63.0%

$2,623+206.5%

Participant deferral / active EE

$8,734

$7,303+19.6%

$8,070+8.2%

$4,346+101.0%

Admin fee / account holder

$279

$1,739-84.0%

$12,998-97.9%

$1,942-85.6%

Provider

Service type

Compensation

CURIO WEALTH1 year

Filed as: CURIO WEALTH, LLC

Service code 26

721 MELVIN AVE · ANNAPOLIS, MD 21401

Advisory (Participants)

$31,715

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: RETIREMENT PLAN CONSULTANTS LLC

Service code 15

PO BOX 1264 · NORFOLK, NE 68702

Recordkeeping

$21,587

ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN

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