Plan Snapshot
- Plan Sponsor: Advanced Pressure Technology
- Sponsor EIN: 680127656
- Sponsor Address: 10100 SMC BLVD, NOBLESVILLE, IN, 46060
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $25.5M
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 | 340 | $25.5M | $443,829 | $1.3M |
| 2023 | 344 | $28.3M | $436,254 | $1.3M |
| 2022 | 300 | $23.3M | $394,278 | $1.2M |
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 |
|---|---|---|---|---|
| JOCELYN PENSION CONSULTING, LLC | NONE | $20,451 | — | $20,451 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,451
- Estimated Expense Ratio: 0.080% 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 | $20,451 | — | — | — | — |
| 2023 | $18,457 | — | — | — | — |
| 2022 | $10,559 | — | — | — | $10,559 |