Plan Snapshot
- Plan Sponsor: Accurate Perforating Company, INC.
- Sponsor EIN: 362085799
- Sponsor Address: 3636 SOUTH KEDZIE AVE, CHICAGO, IL, 60632
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 313
- Total Assets: $15.4M
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. |
|---|---|---|---|---|
| 2025 | 313 | $15.4M | $0 | $0 |
| 2024 | 267 | $12.9M | $61,095 | $620,084 |
| 2023 | 236 | $13.1M | $60,969 | $586,798 |
| 2022 | 258 | $11.3M | $67,555 | $596,629 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $33,507 | — | $33,507 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,507
- Estimated Expense Ratio: 0.218% 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 |
|---|---|---|---|---|---|
| 2025 | $620,624 | $2,103 | — | — | — |
| 2024 | $31,776 | $1,746 | — | — | — |
| 2023 | $31,878 | $3,030 | — | — | — |
| 2022 | $29,728 | $2,306 | — | — | — |