Plan Snapshot
- Plan Sponsor: Aalto Scientific, Ltd.
- Sponsor EIN: 953424844
- Sponsor Address: 230 TECHNOLOGY PARKWAY, EATONTON, GA, 31024
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $3.0M
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 | 110 | $3.0M | $0 | $418,970 |
| 2023 | 113 | $2.7M | $0 | $396,200 |
| 2022 | 124 | $2.0M | $0 | $386,486 |
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 |
|---|---|---|---|---|
| MCNAIR MCLEMORE MIDDLEBROOKS & CO | 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 | $9,354 | — | $9,354 | — | — |
| 2023 | $7,008 | — | $7,008 | — | — |
| 2022 | $4,000 | — | $4,000 | — | — |