# Ad-Tech Medical Instrument Corporation 401(k) Plan
Source: https://planprovider.pro/companies/ad-tech-medical-instrument-corporation-401k-plan

> Ad-Tech Medical Instrument Corporation&#39;s 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/barton-walter-and-krier-pc) — 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|—|—|

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