Plan Snapshot
- Plan Sponsor: Accutrex Products, INC.
- Sponsor EIN: 251388919
- Sponsor Address: 112 SOUTHPOINTE BLVD., CANONSBURG, PA, 153179559
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $17.6M
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 | 209 | $17.6M | $402,150 | $619,917 |
| 2023 | 203 | $16.0M | $311,291 | $536,607 |
| 2022 | 188 | $13.1M | $302,611 | $491,663 |
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 |
|---|---|---|---|---|
| FOCUS OPERATING LLC DBA JFS WEALTH | OTHER | $28,370 | — | $28,370 |
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,370
- Estimated Expense Ratio: 0.161% 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 | $32,333 | — | — | — | — |
| 2023 | $3,050 | — | — | — | — |
| 2022 | $4,209 | — | $4,209 | — | — |