Plan Snapshot
- Plan Sponsor: Advanced Conversion Technology, INC
- Sponsor EIN: 232186457
- Sponsor Address: 2001 FULLING MILL ROAD, MIDDLETOWN, PA, 170570070
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $15.3M
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 | 124 | $15.3M | $473,990 | $613,734 |
| 2023 | 116 | $14.1M | $390,129 | $549,161 |
| 2022 | 110 | $13.1M | $402,294 | $493,837 |
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 |
|---|---|---|---|---|
| BROWN PLUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN PLUS — 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 | $62,188 | $59,322 | — | — | — |
| 2023 | $59,617 | $55,377 | — | — | — |
| 2022 | $28,779 | $28,779 | — | — | — |