Plan Snapshot
- Plan Sponsor: Aakron Rule Corporation
- Sponsor EIN: 160919851
- Sponsor Address: 8 INDIANOLA AVENUE, AKRON, NY, 14001
- Plan Type: DC
- Total Participants: 190
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 190 | $6.1M | $349,842 | $142,088 |
| 2023 | 180 | $6.4M | $318,103 | $0 |
| 2022 | 151 | $5.9M | $321,687 | $0 |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW & KERSHER LLP | 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 | $26,522 | — | $26,522 | — | — |
| 2023 | $49,539 | $49,539 | — | — | — |
| 2022 | $55,650 | $55,650 | — | — | — |