Plan Snapshot
- Plan Sponsor: Advantage Sintered Metals, INC.
- Sponsor EIN: 382920571
- Sponsor Address: 5701 W. DICKMAN ROAD, BATTLE CREEK, MI, 49037
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $4.7M
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 | 223 | $4.7M | $219,197 | $399,692 |
| 2023 | 219 | $3.8M | $213,905 | $370,549 |
| 2022 | 194 | $2.9M | $171,126 | $325,841 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $31,341 | — | $31,341 | — | — |
| 2023 | $27,812 | — | $27,812 | — | — |
| 2022 | $23,173 | — | $23,173 | — | — |