Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Allegiant Partners
Allegiant Partners 401(k)
- Real estate and rental and leasing
- Bend, OR
- EIN 68-0436529
- 1 plan with Schedule H financials
- Plan year 2024
- Allegiant Partners Inc
- filed as Allegiant Partners, Inc.
Administrative expenses excluding investment management, per participant · Tokyo Century (USA) Inc. 401(k) Retirement Savings Plan · plan year 2024
$124.51
Higher than 52% of the 24,371 plans $10 to 50M that report it.
Source
= $22,038 / 177
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250821193444NAL0004563553001, received 2025-08-21
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250821193444NAL0004563553001, received 2025-08-21
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-21.
Cost and contributions
Administrative expenses per participant
$183.91
Higher than 47% of the 25,098 plans $10 to 50M that report it.
Source
= $32,552 / 177
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250821193444NAL0004563553001, received 2025-08-21
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250821193444NAL0004563553001, received 2025-08-21
Administrative expenses as a share of assets
0.249%
Higher than 43% of the 25,132 plans $10 to 50M that report it.
Source
= $32,552 / $13,098,432
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250821193444NAL0004563553001, received 2025-08-21
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250821193444NAL0004563553001, received 2025-08-21
Employer contributions per participant
$2,552
Higher than 63% of the 24,050 plans $10 to 50M that report it.
Source
= $451,769 / 177
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250821193444NAL0004563553001, received 2025-08-21
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250821193444NAL0004563553001, received 2025-08-21
Employer share of total contributions
19.4%
Higher than 23% of the 24,084 plans $10 to 50M that report it.
Source
= $451,769 / $2,328,882
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250821193444NAL0004563553001, received 2025-08-21
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250821193444NAL0004563553001, received 2025-08-21
Plan terms, as stated in Allegiant Partners Inc's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250821193444NAL0004563553001, received 2025-08-21
Full record, Tokyo Century (USA) Inc. 401(k) Retirement Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALLEGIANT PARTNERS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Plan name | TOKYO CENTURY (USA) INC. 401(K) RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Sponsor EIN / plan number | 68-0436529 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Sponsor location | BEND, OR | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Industry (business code) | 532400, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Filing received | 2025-08-21 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Participants, beginning of year | 185 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Active participants | 224 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Participants, end of year | 260 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Participants with an account balance | 177 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Total assets, beginning of year | $10,397,847 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Total assets, end of year | $13,098,432 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Net assets, end of year | $13,098,432 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Total income | $3,947,898 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Net income | $2,700,585 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Employer contributions | $451,769 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Participant contributions | $1,310,085 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Other contributions (incl. rollovers) | $567,028 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Total contributions | $2,328,882 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Benefit payments | $1,214,761 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Total expenses (incl. benefit payments) | $1,247,313 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Total administrative expenses | $32,552 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Contract administrator fees | $21,838 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Investment advisory and management fees | $10,514 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Administrative expenses excluding investment management | $22,038 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Held in mutual funds | $12,937,263 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250821193444NAL0004563553001, received 2025-08-21 |
| Independent auditor | CASSELL PLAN AUDITS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250821193444NAL0004563553001, received 2025-08-21 |
Position = column in the DOL layout for form year 2024. Filing 20250821193444NAL0004563553001, received 2025-08-21.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | SERVICE PROVIDER | 26 Investment advisory (participants) | $3,557 | yes |
| CBIZ INVESTMENT ADVISORY SERVICES, | SERVICE PROVIDER | 26 Investment advisory (participants); 99 Other fees | $2,780 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250821193444NAL0004563553001, received 2025-08-21.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $10,397,847 | $13,098,432 | 26.0% |
| Participants with a balance | 155 | 177 | 14.2% |
| Administrative expenses | $21,925 | $32,552 | 48.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $372,795 | $451,769 | 21.2% |
Prior filing 20241003172603NAL0005964691001, received 2024-10-03; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ALLEGIANT PARTNERS, INC.; SEC registrant: Allegiant Partners Inc (CIK 1747726, matched by EIN).