Plan Snapshot
- Plan Sponsor: Alloy & Stainless Fasteners, INC.
- Sponsor EIN: 231999158
- Sponsor Address: 11800 CHARLES ROAD BUILDING B, HOUSTON, TX, 77095
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $18.4M
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 | 324 | $18.4M | $323,787 | $1.0M |
| 2023 | 310 | $16.0M | $388,150 | $1.1M |
| 2022 | 294 | $13.5M | $275,161 | $973,910 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY | 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 | $43,102 | $41,877 | — | — | — |
| 2023 | $34,700 | $34,700 | — | — | — |
| 2022 | $22,253 | — | $22,253 | — | — |