Plan Snapshot
- Plan Sponsor: Accutemp Products, INC.
- Sponsor EIN: 351907959
- Sponsor Address: 11919 JOHN ADAMS DR., NEW HAVEN, IN, 46745
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 220
- Total Assets: $18.0M
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 | 220 | $18.0M | $0 | $0 |
| 2024 | 145 | $15.5M | $498,205 | $879,442 |
| 2023 | 59 | $5.6M | $251,321 | $448,784 |
| 2022 | 63 | $4.4M | $149,647 | $448,170 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $25,000 | — | $25,000 |
| BADEN GAGE & SCHROEDER, LLC | Auditor | $14,000 | — | $14,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $13,444 | — | $13,444 |
| LATITUDE SERVICE COMPANY INC | Other Service Provider | $8,100 | — | $8,100 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,487 | — | $7,487 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,031
- Estimated Expense Ratio: 0.379% 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 | $1,556,600 | — | $58,316 | — | — |
| 2024 | $58,697 | — | $58,067 | — | — |
| 2023 | $180,798 | — | — | — | — |
| 2022 | $369,913 | — | — | — | — |