# Advanced Flow Engineering, INC. 401(k) Plan
Source: https://planprovider.pro/companies/advanced-flow-engineering-inc-401k-plan

> Advanced Flow Engineering, INC.'s 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KKDLY LLC](https://planprovider.pro/provider/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|—|—|—|—|

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