Plan Snapshot
- Plan Sponsor: Advanced Circuits, INC.
- Sponsor EIN: 841108828
- Sponsor Address: 21101 E 32ND PARKWAY, AURORA, CO, 800118149
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 308
- Total Assets: $13.4M
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. |
|---|---|---|---|---|
| 2023 | 308 | $13.4M | $336,010 | $631,471 |
| 2022 | 304 | $13.9M | $387,658 | $738,860 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,697 | — | $27,697 |
| ABG CONSULTANTS LLC | Investment Advisor | $26,025 | — | $26,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,722
- Estimated Expense Ratio: 0.400% 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 |
|---|---|---|---|---|---|
| 2023 | $57,357 | $29,660 | — | — | — |
| 2022 | $73,095 | — | — | — | — |