Plan Snapshot
- Plan Sponsor: Aks Industries, INC.
- Sponsor EIN: 920077074
- Sponsor Address: 205 LAKE STREET S., SUITE 300, KIRKLAND, WA, 98033
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 350 | $15.0M | $484,004 | $448,012 |
| 2023 | 356 | $13.1M | $435,000 | $445,829 |
| 2022 | 395 | $11.2M | $453,902 | $432,912 |
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 |
|---|---|---|---|---|
| SABEY CPA,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SABEY CPA,LLC — 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 | $92,933 | — | $92,933 | — | — |
| 2023 | $68,198 | — | $68,198 | — | — |
| 2022 | $70,718 | $69,703 | $1,015 | — | — |