# Adept Fasteners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/adept-fasteners-inc-401k-plan

> Adept Fasteners, INC.'s 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Adept Fasteners, INC.

- **Sponsor EIN:** 200521369

- **Sponsor Address:** 27949 HANCOCK PARKWAY, VALENCIA, CA, 91355

- **Plan Type:** 401(k)

- **Total Participants:** 277

- **Total Assets:** $32.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|277|$32.1M|$742,556|$1.8M|

| 2023|238|$26.2M|$633,541|$1.5M|

| 2022|214|$20.6M|$564,154|$1.4M|

## 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|

| MORGAN STANLEY|INVESTMENT AD R|$56,196|—|$56,196|

| PENSION PROFIT SHARING SERVICES INC|CONTRACT ADMI N|$17,674|—|$17,674|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MNG|$8,999|—|$8,999|

| BPM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT AD R

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,869

- **Estimated Expense Ratio:** 0.258% 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|$36,349|—|$36,349|—|—|

| 2023|$33,318|—|$33,318|—|—|

| 2022|$28,395|—|$28,395|—|—|

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