Plan Snapshot
- Plan Sponsor: Ace Metal Crafts Co.
- Sponsor EIN: 363197961
- Sponsor Address: 484 THOMAS DRIVE, BENSENVILLE, IL, 60106
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $9.8M
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 | 120 | $9.8M | $35,995 | $450,791 |
| 2023 | 130 | $8.6M | $87,316 | $501,568 |
| 2022 | 126 | $7.5M | $91,203 | $542,252 |
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 |
|---|---|---|---|---|
| CDH CPA, PLLC | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.153% 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 | $24,241 | $9,241 | — | $15,000 | — |
| 2023 | $32,543 | $1,943 | — | $13,950 | — |
| 2022 | $31,073 | — | $31,073 | — | — |