Plan Snapshot
- Plan Sponsor: Aim Transfer & Storage, INC.
- Sponsor EIN: 260103327
- Sponsor Address: 7774 SOUTH 10TH STREET, OAK CREEK, WI, 53154
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $8.2M | $453,034 | $539,418 |
| 2023 | 93 | $7.1M | $438,488 | $460,958 |
| 2022 | 122 | $3.8M | $289,866 | $398,693 |
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 |
|---|---|---|---|---|
| WILLIAMS FINANCIAL | Investment Advisor | $29,971 | — | $29,971 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $25,983 | — | $25,983 |
| CARNOW AND ASSOCIATES, LTD. | Recordkeeper | $5,250 | $7,493 | $12,743 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,697
- Estimated Expense Ratio: 0.840% 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 | — | — | — | — | — |
| 2023 | $53,895 | — | — | — | — |
| 2022 | — | — | — | — | — |