Plan Snapshot
- Plan Sponsor: Abonmarche Consultants, INC.
- Sponsor EIN: 382255515
- Sponsor Address: 315 W. JEFFERSON BLVD, SOUTH BEND, IN, 46601
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 219 | $16.6M | $472,751 | $1.2M |
| 2023 | 209 | $13.2M | $223,558 | $983,387 |
| 2022 | 163 | $9.1M | $131,272 | $728,418 |
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 |
|---|---|---|---|---|
| ACEC RETIREMENT TRUST | Other Service Provider | $21,411 | — | $21,411 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,411
- Estimated Expense Ratio: 0.129% 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 | $26,209 | $3,083 | — | — | — |
| 2023 | $17,824 | $1,607 | — | — | — |
| 2022 | $15,656 | — | $15,656 | — | — |