Plan Snapshot
- Plan Sponsor: Allied Mineral Products Holding INC
- Sponsor EIN: 843394646
- Sponsor Address: 2700 SCIOTO PARKWAY, COLUMBUS, OH, 43221
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 523
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 523 | $13.7M | $0 | $1.1M |
| 2023 | 571 | $12.5M | $0 | $978,810 |
| 2022 | 549 | $10.2M | $0 | $870,854 |
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 |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP, INC. | Investment Advisor | $28,022 | — | $28,022 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $20,771 | — | $20,771 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART FINANCIAL GROUP, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,793
- Estimated Expense Ratio: 0.356% 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 | $48,731 | $28,022 | — | — | — |
| 2023 | $42,434 | $25,366 | $343 | — | — |
| 2022 | $40,342 | $40,342 | — | — | — |