Plan Snapshot
- Plan Sponsor: Adf International
- Sponsor EIN: 650370294
- Sponsor Address: 1900 GREAT BEAR AVE., GREAT FALLS, MT, 59404
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $3.7M
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. |
|---|---|---|---|---|
| 2025 | 154 | $3.7M | $0 | $0 |
| 2024 | 177 | $3.4M | $0 | $0 |
| 2023 | 258 | $2.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| DOUGLAS WILSON & COMPANY PC | 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 |
|---|---|---|---|---|---|
| 2025 | $27,967 | — | $27,967 | — | — |
| 2024 | $17,017 | — | $17,017 | — | — |
| 2023 | $15,697 | — | $9,889 | — | $5,808 |