Plan Snapshot
- Plan Sponsor: Ace Precision Machining, LLC
- Sponsor EIN: 391419445
- Sponsor Address: 977 BLUE RIBBON CIRCLE, OCONOMOWOC, WI, 53066
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 259
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 259 | $38.0M | $0 | $0 |
| 2024 | 184 | $34.3M | $814,588 | $1.1M |
| 2023 | 171 | $32.8M | $719,216 | $992,715 |
| 2022 | 158 | $28.2M | $690,926 | $923,933 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $52,563 | — | $52,563 |
| ONEAMERICA ADVISORY SERVICES, LLC | Other Service Provider | $10,250 | — | $10,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,813
- Estimated Expense Ratio: 0.166% 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 | $2,738,705 | $10,250 | $4,151 | — | — |
| 2024 | $62,080 | — | — | — | — |
| 2023 | $57,017 | $4,621 | — | — | — |
| 2022 | $64,468 | — | — | — | $64,468 |