Plan Snapshot
- Plan Sponsor: Accutrex Products, INC.
- Sponsor EIN: 251388919
- Sponsor Address: 112 SOUTHPOINTE BOULEVARD, CANONSBURG, PA, 15317
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 119
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $3.4M | $0 | $0 |
| 2023 | 126 | $3.8M | $0 | $0 |
| 2022 | 147 | $4.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| HERBEIN & COMPANY, INC. | Auditor | $17,030 | — | $17,030 |
| SCHNEIDER DOWNS RET. SOLUTIONS | Other Service Provider | $10,176 | — | $10,176 |
| MCGINTY CONSULTING, INC. | Other Service Provider | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HERBEIN & COMPANY, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,706
- Estimated Expense Ratio: 0.984% 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 |
|---|---|---|---|---|---|
| 2024 | $51,618 | — | — | $17,030 | — |
| 2023 | $58,458 | $2,220 | — | $15,450 | — |
| 2022 | $24,488 | $6,035 | — | — | $17,500 |