Plan Snapshot
- Plan Sponsor: Advance Tank And Construction Co.
- Sponsor EIN: 830260648
- Sponsor Address: PO BOX 219, WELLINGTON, CO, 805490189
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 206 | $12.6M | $91,989 | $919,864 |
| 2023 | 180 | $11.3M | $72,794 | $727,917 |
| 2022 | 145 | $9.0M | $66,897 | $668,956 |
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 |
|---|---|---|---|---|
| MARTIN, VEJODA AND ASSOCIATES | 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 |
|---|---|---|---|---|---|
| 2024 | $37,106 | — | $37,106 | — | — |
| 2023 | $30,151 | — | $30,151 | — | — |
| 2022 | $29,437 | — | $29,437 | — | — |