Plan Snapshot
- Plan Sponsor: Advance Turning & Manufacturing, INC.
- Sponsor EIN: 381994646
- Sponsor Address: 4005 MORRILL ROAD, JACKSON, MI, 49201
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 283 | $25.5M | $367,629 | $1.0M |
| 2023 | 258 | $22.2M | $331,493 | $934,143 |
| 2022 | 243 | $18.2M | $314,330 | $882,043 |
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 |
|---|---|---|---|---|
| MANER COSTERISAN, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANER COSTERISAN, P.C. — Auditor
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 | $138,301 | $81,830 | — | — | — |
| 2023 | $108,701 | $67,730 | — | — | — |
| 2022 | $105,182 | $61,969 | — | — | $43,213 |