Plan Snapshot
- Plan Sponsor: Align Precision Corp.
- Sponsor EIN: 834029310
- Sponsor Address: 730 W. 22ND STREET, TEMPE, AZ, 85282
- Plan Type: 401(k)
- Total Participants: 872
- Total Assets: $50.9M
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 | 872 | $50.9M | $2.8M | $4.8M |
| 2023 | 907 | $44.9M | $2.8M | $4.4M |
| 2022 | 991 | $35.7M | $2.5M | $3.9M |
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 |
|---|---|---|---|---|
| CARABELL, LESLIE & COMPANY, LLC | Auditor | $39,000 | — | $39,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,000
- Estimated Expense Ratio: 0.077% 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 | $284,105 | — | $245,105 | $39,000 | — |
| 2023 | $185,053 | — | $185,053 | — | — |
| 2022 | $153,019 | — | $153,019 | — | — |