Plan Snapshot
- Plan Sponsor: Advanced Flow Engineering, INC.
- Sponsor EIN: 330853594
- Sponsor Address: 1375 SAMPSON AVE., CORONA, CA, 92879
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $9.3M
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. |
|---|---|---|---|---|
| 2024 | 197 | $9.3M | $191,124 | $491,155 |
| 2023 | 177 | $8.8M | $212,100 | $514,960 |
| 2022 | 169 | $7.1M | $226,431 | $525,342 |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $26,611 | — | $26,611 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,073 | — | $21,073 |
| KKDLY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KKDLY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,684
- Estimated Expense Ratio: 0.512% 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 | $47,684 | $26,611 | — | — | — |
| 2023 | $40,678 | $22,405 | — | — | — |
| 2022 | $47,156 | — | — | — | — |