Plan Snapshot
- Plan Sponsor: Allied Machine & Engineering Corporation
- Sponsor EIN: 340062712
- Sponsor Address: 120 DEEDS DRIVE, DOVER, OH, 44622
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 540
- Total Assets: $79.6M
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. |
|---|---|---|---|---|
| 2025 | 540 | $79.6M | $0 | $0 |
| 2024 | 453 | $69.8M | $1.3M | $2.9M |
| 2023 | 425 | $61.6M | $1.4M | $2.9M |
| 2022 | 435 | $50.4M | $1.3M | $2.7M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $70,056 | — | $70,056 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $56,156 | — | $56,156 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $23,798 | — | $23,798 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,010
- Estimated Expense Ratio: 0.188% 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 |
|---|---|---|---|---|---|
| 2025 | $6,841,328 | $93,854 | $300 | — | — |
| 2024 | $132,289 | $84,876 | — | — | — |
| 2023 | $98,270 | $69,193 | $300 | — | — |
| 2022 | $96,688 | $11,339 | — | — | — |