Plan Snapshot
- Plan Sponsor: Alkon Corporation
- Sponsor EIN: 341679064
- Sponsor Address: 728 GRAHAM DRIVE, FREMONT, OH, 434204073
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $10.8M
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 | 235 | $10.8M | $256,348 | $1.1M |
| 2023 | 253 | $9.4M | $225,382 | $1.0M |
| 2022 | 218 | $8.1M | $178,231 | $842,575 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
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 | $62,809 | $15,010 | $47,799 | — | — |
| 2023 | $55,539 | $15,000 | $40,539 | — | — |
| 2022 | $54,546 | — | $54,546 | — | — |