Plan Snapshot
- Plan Sponsor: Abcm Corporation
- Sponsor EIN: 421008939
- Sponsor Address: 1320 4TH STREET NE, HAMPTON, IA, 504411104
- Plan Type: 401(k)
- Total Participants: 2,366
- Total Assets: $6.1M
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 | 2,366 | $6.1M | $0 | $2.3M |
| 2023 | 2,111 | $26.4M | $0 | $3.4M |
| 2022 | 2,102 | $24.3M | $0 | $2.9M |
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 |
|---|---|---|---|---|
| THE FINWAY GROUP LLC | Other Service Provider | $229,721 | — | $229,721 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $101,551 | — | $101,551 |
| LION STREET ADVISORS | Investment Advisor | $29,005 | — | $29,005 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $23,072 | — | $23,072 |
| DENMAN & COMPANY LLP | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $394,349
- Estimated Expense Ratio: 6.457% 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 | $280,633 | — | $131,784 | $12,000 | — |
| 2023 | $148,003 | — | — | $11,600 | — |
| 2022 | $186,316 | — | $175,716 | — | $10,600 |