Plan Snapshot
- Plan Sponsor: A&P Tool, INC.
- Sponsor EIN: 341816209
- Sponsor Address: 801 INDUSTRIAL DRIVE, HICKSVILLE, OH, 43526
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 72 | $7.9M | $169,709 | $553,604 |
| 2023 | 75 | $7.0M | $165,063 | $505,460 |
| 2022 | 76 | $5.9M | $154,213 | $427,650 |
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 |
|---|---|---|---|---|
| STEYER & CO, CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $51,299 | $22,020 | $29,279 | — | — |
| 2023 | $45,773 | $21,000 | $24,773 | — | — |
| 2022 | $43,452 | — | $43,452 | — | — |