How big is Alliance for Nonprofit Resources' plan?

Alliance for Nonprofit Resources' plan reported $4.6M in assets and 481 participants for 2024.

Original filing (PDF)20251003182904NAL0000957907001

Alliance for Nonprofit Resources

Name: Alliance for Nonprofit Resources — Alliance for, Form 5500 (2024)
Creator: Alliance for Nonprofit Resources
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alliance for Nonprofit Resources 403(b) Plan

403(b) retirement plan · Alliance for Nonprofit Resources' Alliance for Nonprofit Resources 403(b) Plan held $4.6M in plan assets for 481 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 2

Late participant contributions~118 bps in Sched C fees

Active participants

481

Accounts w/ balance

213

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Alliance for Nonprofit Resources' EIN is 26-3838512.

EIN 26-3838512

Plan number 001

Plan year 2024

ACK ID 20251003182904NAL0000957907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alliance for Nonprofit Resources from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alliance for Nonprofit Resources' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLIANCE FOR NONPROFIT RESOURCES.

Finding similar companies…

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 69K (9% of contributions).
Total administrative cost in the bottom quartile of peers (14th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

ALLIANCE FOR NONPROFIT RESOURCES

EIN

all filings

Address

SUITE 1023 · 127 SOUTH MAIN ST. · BUTLER, PA · 16001

Phone

(724) 431-3723

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

RUZOMBERKA HOLLAND SMITH, INC.

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$38K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA ADVISOR NETWORKS, LLC	95-3845382	—	NONE	$17K	—

Investments

35 direct securities· $4.6M(100% of reported assets)

Other securities

$1.8M

18 holdings

Mutual Funds

$1.5M

10 holdings

Common Collective Trusts

$909K

2 holdings

Stable Value

$327K

2 holdings

Bonds / Notes

$16K

1 holding

Cash / Money Market

$13K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$902K	19.5%
Federated Hermes Intl Equity Mutual fund	Other securities	—	—	$635K	13.8%
Dodge & Cox Income X Mutual fund	Mutual Funds	—	—	$593K	12.8%
JPMorgan Large Cap Growth R6 Mutual fund	Other securities	—	—	$463K	10.0%
American Funds American Balanced R6 Mutual fund	Mutual Funds	—	—	$441K	9.6%
Vanguard Equity-Income Adm Mutual fund	Mutual Funds	—	—	$423K	9.2%
The Standard Stable Asset Fund D Guaranteed investment contract	Stable Value	—	—	$319K	6.9%
JPMorgan Small Cap Growth R6 Mutual fund	Other securities	—	—	$221K	4.8%
John Hancock Disciplined Value Mid Cap R6 Mutual fund	Other securities	—	—	$143K	3.1%
Wells Fargo Advantage Discovery Instl Mutual fund	Other securities	—	—	$132K	2.9%
Metropolitan West Total Return Bond I Mutual fund	Other securities	—	—	$65K	1.4%
PIMCO Income Instl Mutual fund	Mutual Funds	—	—	$46K	1.0%
T. Rowe Price Retirement 2035 Fund Mutual fund	Other securities	—	—	$44K	1.0%
T. Rowe Price Retirement 2050 Fund Mutual fund ** 94 T. Rowe Price Retirement 2055 Fund Mutual fund	Other securities	—	—	$28K	0.6%
T. Rowe Price New Horizons Fund Mutual fund	Other securities	—	—	$17K	0.4%
Loans maturing at various dates through March 2029; bearing interest at rates ranging from * Notes receivable from participants 8.00% to 8.50%.	Bonds / Notes	—	—	$16K	0.3%
T. Rowe Price Retirement 2040 Fund Mutual fund	Other securities	—	—	$15K	0.3%
Columbia Contrarian Core R5 Mutual fund	Other securities	—	—	$14K	0.3%
T. Rowe Price Retirement 2045 Fund Mutual fund	Other securities	—	—	$14K	0.3%
VALIC GS VIT GOV Money Market Fund Inst Mutual fund ** 226 * VALIC Moderate Growth Lifestyle Mutual fund	Cash / Money Market	—	—	$13K	0.3%
Vanguard Mid Cap Index Adm Mutual fund	Mutual Funds	—	—	$13K	0.3%
VALIC Fixed Account Plus Guaranteed investment contract	Stable Value	—	—	$7K	0.2%
VALIC Nasdaq-100® Index Fund Mutual fund ** 1 Vanguard Developed Markets Index Adm Mutual fund	Common Collective Trusts	—	—	$7K	0.2%
Vanguard Small Cap Index Adm Mutual fund	Mutual Funds	—	—	$7K	0.1%
T. Rowe Price Retirement 2060 Fund Mutual fund	Other securities	—	—	$6K	0.1%
BlackRock Emerging Markets K Mutual fund	Other securities	—	—	$6K	0.1%
MFS International Value R4 Mutual fund	Mutual Funds	—	—	$6K	0.1%
T. Rowe Price Retirement 2030 Fund Mutual fund	Other securities	—	—	$5K	0.1%
DFA US Targeted Value Port Mutual fund	Mutual Funds	—	—	$4K	<0.1%
Prudential High Yield Z Mutual fund	Other securities	—	—	$3K	<0.1%
DFA Intl Core Equity Port Mutual fund	Mutual Funds	—	—	$3K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%
Vanguard Real Estate Index Adm Mutual fund	Mutual Funds	—	—	$2K	<0.1%