Plan Snapshot
- Plan Sponsor: A Cubed Corporation Dba Concast Metal Products Company
- Sponsor EIN: 251898567
- Sponsor Address: P. O. BOX 816, MARS, PA, 16046
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $38.0M | $1.0M | $832,273 |
| 2023 | 129 | $32.9M | $976,725 | $725,261 |
| 2022 | 107 | $30.0M | $915,531 | $643,896 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL | SERVICE PROVIDER | — | $27,885 | $27,885 |
| WELLS FARGO CLEARING SERVICES, LLC | SERVICE PROVIDER | — | $27,885 | $27,885 |
| DELFINITI | SERVICE PROVIDER | — | $18,119 | $18,119 |
| MORNINGSTAR | SVC PROVIDER | — | $5,415 | $5,415 |
| LOUIS PLUNG & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WELLS FARGO CLEARING SERVICES, LLC — SERVICE PROVIDER
- MORNINGSTAR — SVC PROVIDER
- LOUIS PLUNG & CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,304
- Estimated Expense Ratio: 0.208% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $95,758 | — | $95,458 | — | — |
| 2023 | $83,239 | — | $83,239 | — | — |
| 2022 | $81,345 | — | $81,345 | — | — |