Plan Snapshot
- Plan Sponsor: Accurate Castings, INC.
- Sponsor EIN: 351101257
- Sponsor Address: P.O. BOX 639, LAPORTE, IN, 463520639
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $18.3M
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 | 129 | $18.3M | $364,063 | $342,470 |
| 2023 | 141 | $17.4M | $376,818 | $346,626 |
| 2022 | 135 | $15.3M | $389,625 | $338,852 |
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 |
|---|---|---|---|---|
| SCHMITT & KAYLOR CPA'S | 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 | $41,140 | $39,294 | — | — | — |
| 2023 | $35,667 | $34,801 | $866 | — | — |
| 2022 | $34,447 | — | — | — | $34,447 |