Plan Snapshot
- Plan Sponsor: Advanced Integration Technology LP
- Sponsor EIN: 472414568
- Sponsor Address: 2805 E. PLANO PARKWAY, PLANO, TX, 75074
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $56.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 340 | $56.6M | $1.9M | $3.6M |
| 2023 | 299 | $48.9M | $1.1M | $3.6M |
| 2022 | 413 | $44.8M | $1.3M | $3.8M |
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 |
|---|---|---|---|---|
| BLAND GARVEY | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.027% 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 | $12,907 | $38,807 | — | $15,000 | — |
| 2023 | -$5,451 | $11,572 | — | $13,500 | — |
| 2022 | $10,208 | $11,856 | — | — | — |