Plan Snapshot
- Plan Sponsor: Allied Plastics, INC.
- Sponsor EIN: 391831328
- Sponsor Address: 150 HOLY HILLS ROAD, TWIN LAKES, WI, 53181
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 241 | $18.7M | $868,980 | $884,900 |
| 2023 | 223 | $16.8M | $960,135 | $858,731 |
| 2022 | 182 | $13.4M | $1.4M | $743,601 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | Recordkeeper | $57,280 | — | $57,280 |
| RAYMOND JAMES | Investment Advisor | $49,885 | — | $49,885 |
| BLUE CHIP RETIREMENT PLANS, INC. | Recordkeeper | $5,400 | $10,000 | $15,400 |
| EMPOWER ADVISORY GROUP LLC | Investment Advisor | $11,399 | — | $11,399 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,964
- Estimated Expense Ratio: 0.716% 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 | $119,194 | $54,689 | $7,225 | — | — |
| 2023 | $83,153 | — | — | — | — |
| 2022 | $78,156 | — | $78,156 | — | — |