Plan Snapshot
- Plan Sponsor: Acro Industries INC
- Sponsor EIN: 161352907
- Sponsor Address: 554 COLFAX ST, ROCHESTER, NY, 146063112
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 108 | $9.4M | $0 | $421,571 |
| 2023 | 105 | $9.1M | $0 | $378,278 |
| 2022 | 103 | $8.3M | $0 | $370,787 |
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 |
|---|---|---|---|---|
| BONN, DIOGUARDI AND RAY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $35,239 | $25,171 | $10,068 | — | — |
| 2023 | $33,723 | $25,207 | $8,516 | — | — |
| 2022 | $37,076 | $27,223 | $9,853 | — | — |