# Advance Turning & Manufacturing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/advance-turning-manufacturing-inc-401k-plan

> Advance Turning & Manufacturing, INC.'s 401(k) plan: 283 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| DILLON AND ASSOCIATES|ADVISOR|$81,830|—|$81,830|

| SENTINEL BENEFITS GROUP, INC.|RECORDKEEPER|$48,934|—|$48,934|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|$7,537|—|$7,537|

| MANER COSTERISAN, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP, INC.](https://planprovider.pro/provider/sentinel-group) — RECORDKEEPER

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [MANER COSTERISAN, P.C.](https://planprovider.pro/provider/maner-costerisan-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $138,301

- **Estimated Expense Ratio:** 0.542% 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|$138,301|$81,830|—|—|—|

| 2023|$108,701|$67,730|—|—|—|

| 2022|$105,182|$61,969|—|—|$43,213|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/advance-turning-manufacturing-inc-401k-plan)

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