Plan Snapshot
- Plan Sponsor: Advanced Industrial Services, INC.
- Sponsor EIN: 232308981
- Sponsor Address: 3250 SUSQUEHANNA TRAIL NORTH, YORK, PA, 174069754
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $13.0M
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 | 133 | $13.0M | $289,278 | $848,401 |
| 2023 | 118 | $11.2M | $240,178 | $683,236 |
| 2022 | 98 | $9.7M | $215,251 | $647,480 |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — 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 | $50,271 | $21,292 | $7,225 | — | — |
| 2023 | $43,808 | $17,675 | $7,144 | — | — |
| 2022 | $46,300 | $46,300 | — | — | — |