Plan Snapshot
- Plan Sponsor: Acme Industrial Company
- Sponsor EIN: 360702460
- Sponsor Address: 441 MAPLE AVE, CARPENTERSVILLE, IL, 601101939
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 122 | $3.6M | $49,183 | $294,396 |
| 2023 | 102 | $3.0M | $48,297 | $245,559 |
| 2022 | 94 | $3.0M | $51,712 | $229,282 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | RIA | $11,226 | — | $11,226 |
| LEGACY PROFESSIONALS LLP | Auditor | $832 | — | $832 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — RIA
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,058
- Estimated Expense Ratio: 0.339% 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 | $33,832 | $11,226 | $19,822 | $832 | — |
| 2023 | $29,783 | $9,815 | $17,794 | — | — |
| 2022 | $32,886 | $10,631 | $16,433 | — | $5,822 |