Plan Snapshot
- Plan Sponsor: Accurate Inventory And Calculating Service, INC.
- Sponsor EIN: 310802227
- Sponsor Address: 4284 NORTH HIGH STREET, COLUMBUS, OH, 43214
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $19.6M
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 | 181 | $19.6M | $395,180 | $645,305 |
| 2023 | 164 | $18.7M | $349,994 | $594,908 |
| 2022 | 138 | $15.2M | $314,639 | $518,976 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $61,895 | $33,350 | $28,545 | — | — |
| 2023 | $55,824 | $30,198 | $25,461 | — | — |
| 2022 | $46,564 | $22,111 | $24,453 | — | — |