Plan Snapshot
- Plan Sponsor: Adco Circuits, INC.
- Sponsor EIN: 382378679
- Sponsor Address: 2868 BOND ST, ROCHESTER HILLS, MI, 48309
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $8.0M
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 | 116 | $8.0M | $58,265 | $298,142 |
| 2023 | 109 | $7.3M | $54,372 | $309,364 |
| 2022 | 109 | $6.0M | $61,034 | $303,432 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $22,560 | — | $22,560 |
| RPA FINANCIAL LLC | ADVISOR | $16,239 | — | $16,239 |
| WEINLANDER FITZHUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEINLANDER FITZHUGH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,799
- Estimated Expense Ratio: 0.484% 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 | $38,799 | $16,239 | — | — | — |
| 2023 | $33,235 | $14,468 | — | — | — |
| 2022 | $37,229 | — | — | — | — |