Plan Snapshot
- Plan Sponsor: Acme Engineering & Manufacturing Corporation
- Sponsor EIN: 730558385
- Sponsor Address: P O BOX 978, MUSKOGEE, OK, 74402
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 154
- Total Assets: $60,826
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 | 154 | $60,826 | $773,682 | $248,015 |
| 2023 | 158 | $61,974 | $925,757 | $263,506 |
| 2022 | 154 | $51,951 | $538,086 | $242,641 |
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 |
|---|---|---|---|---|
| HEALTHCARE SOLUTIONS GROUP INC | Other Service Provider | $85,649 | — | $85,649 |
| MULTIPLAN, INC | Recordkeeper | $11,154 | — | $11,154 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,803
- Estimated Expense Ratio: 159.147% 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 | $96,803 | — | $96,803 | — | — |
| 2023 | $95,311 | — | $95,311 | — | — |
| 2022 | $87,273 | — | $87,273 | — | — |