Plan Snapshot
- Plan Sponsor: Accu-Fab, INC.
- Sponsor EIN: 561019004
- Sponsor Address: 801 BEACON LAKE DRIVE, RALEIGH, NC, 27610
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $1.7M
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 | 63 | $1.7M | $28,633 | $171,373 |
| 2023 | 118 | $1.9M | $30,688 | $193,362 |
| 2022 | 76 | $1.6M | $29,910 | $181,401 |
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 |
|---|---|---|---|---|
| WINDES, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC — Auditor
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 | $655,837 | — | $10,899 | — | — |
| 2023 | $119,017 | — | $10,899 | — | — |
| 2022 | $10,899 | — | — | — | — |