Plan Snapshot
- Plan Sponsor: Ad-Tech Medical Instrument Corporation
- Sponsor EIN: 391444595
- Sponsor Address: 400 WEST OAKVIEW PARKWAY, OAK CREEK, WI, 53154
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $4.3M
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 | 146 | $4.3M | $50,255 | $495,685 |
| 2023 | 141 | $3.9M | $43,204 | $428,631 |
| 2022 | 131 | $3.1M | $95,805 | $369,712 |
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 |
|---|---|---|---|---|
| THE HAYS FINANCIAL GROUP LLC | INVESTMENT ADVISOR | $11,924 | — | $11,924 |
| BARTON, WALTER & KRIER, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARTON, WALTER & KRIER, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,924
- Estimated Expense Ratio: 0.277% 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 | $15,961 | $11,924 | — | — | — |
| 2023 | $6,805 | $6,250 | — | — | — |
| 2022 | $875 | — | $875 | — | — |