Plan Snapshot
- Plan Sponsor: Alliance Precision Plastics Corporation
- Sponsor EIN: 161550809
- Sponsor Address: 1220 LEE ROAD, ROCHESTER, NY, 14606
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $13.8M
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 | 281 | $13.8M | $100,119 | $708,528 |
| 2023 | 275 | $12.6M | $107,043 | $712,427 |
| 2022 | 267 | $11.3M | $95,630 | $626,916 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | NONE | $49,172 | — | $49,172 |
| VALIANT RETIRE INC. | NONE | $5,350 | — | $5,350 |
| DAVIE KAPLAN, CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIE KAPLAN, CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,522
- Estimated Expense Ratio: 0.395% 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 | $54,522 | $9 | $12,500 | — | — |
| 2023 | $53,916 | $2 | $13,775 | — | — |
| 2022 | $38,131 | — | $38,131 | — | — |