Plan Snapshot
- Plan Sponsor: Advanced Manufacturing And Development, INC.
- Sponsor EIN: 942378705
- Sponsor Address: 200 N LENORE AVE, WILLITS, CA, 95490
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $10.2M
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 | 151 | $10.2M | $392,871 | $564,193 |
| 2023 | 160 | $8.6M | $356,616 | $547,570 |
| 2022 | 175 | $7.1M | $375,054 | $536,543 |
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 |
|---|---|---|---|---|
| CAROLYN A.MAYES, CPA | Auditor | — | — | $0 |
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 | $16,216 | $989 | — | — | — |
| 2023 | $14,927 | $688 | — | — | — |
| 2022 | $11,981 | — | $11,981 | — | — |