Plan Snapshot
- Plan Sponsor: Accumetric, LLC Dba Soudal Accumetric
- Sponsor EIN: 610945483
- Sponsor Address: 350 RING ROAD, ELIZABETHTOWN, KY, 42701
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $5.4M
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 | 186 | $5.4M | $350,629 | $548,061 |
| 2023 | 191 | $5.6M | $329,583 | $532,114 |
| 2022 | 144 | $4.7M | $256,763 | $396,612 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT 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 | $8,825 | — | $8,825 | — | — |
| 2023 | $13,863 | — | — | — | — |
| 2022 | $8,388 | — | — | — | $8,388 |