Specialty Management Services of Ouachita, LLC DBA Alli Management Sol 401(k) match, vesting and fees
What Specialty Management Services of Ouachita, LLC DBA Alli Management Sol's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Wipfli LLP | Schedule C ↗ |
| Independent auditor | Mauldin & Jenkins LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Specialty Management Services of Ouachita, LLC DBA Alli Management Sol: employer contribution per participant | $3,442 | |
| Peer median | $2,719 |
| Specialty Management Services of Ouachita, LLC DBA Alli Management Sol: average balance | $101,669 | |
| Peer median | $85,424 |
| Specialty Management Services of Ouachita, LLC DBA Alli Management Sol: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.7M at the end of plan year 2022 to $18.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 222 | $18.4M | $623K | $3,442 | 0.48% | Not published | Form 5500 ↗ |
| 2024 | 218 | $17.3M | $548K | $3,130 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 222 | $15M | $505K | $2,937 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 188 | $12.7M | $463K | $2,663 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does Specialty Management Services of Ouachita, LLC DBA Alli Management Sol match 401(k) contributions?
The match terms for the Specialty Management Services of Ouachita, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $623K in employer contributions, about $3,442 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Specialty Management Services of Ouachita, LLC DBA Alli Management Sol 401(k) match vested?
The vesting schedule for the Specialty Management Services of Ouachita, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Specialty Management Services of Ouachita, LLC DBA Alli Management Sol 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Wipfli LLP. The plan administrator is Specialty Management Services of Ouachita, LLC DBA Alli Management Sol.
I left Specialty Management Services of Ouachita, LLC DBA Alli Management Sol. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Specialty Management Services of Ouachita, LLC DBA Alli Management Sol, (318) 998-7132) or the recordkeeper, Wipfli LLP. The Specialty Management Services of Ouachita, LLC DBA Alli Management Sol old 401(k) page lists the contacts from every plan filing. Find an old Specialty Management Services of Ouachita, LLC DBA Alli Management Sol 401(k)
Data from the public Form 5500 annual reports Specialty Management Services of Ouachita, LLC DBA Alli Management Sol filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Specialty Management Services of Ouachita, LLC DBA Alli Management Sol. Not financial advice. Report a correction · Methodology