Plan Snapshot
- Plan Sponsor: Alimak Group Usa INC.
- Sponsor EIN: 061242771
- Sponsor Address: 12552 GALVESTON ROAD, WEBSTER, TX, 77598
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $20.5M
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 | 133 | $20.5M | $621,016 | $1.0M |
| 2023 | 129 | $18.6M | $592,104 | $1.0M |
| 2022 | 129 | $18.1M | $553,894 | $937,586 |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON PLLC — 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 | $11,504 | $13,787 | $3,333 | — | — |
| 2023 | $18,211 | $10,132 | $9,277 | — | — |
| 2022 | $17,118 | $12,526 | $4,592 | — | — |