# Alloy &amp; Stainless Fasteners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alloy-stainless-fasteners-inc-401k-plan

> Alloy &amp; Stainless Fasteners, INC.&#39;s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$21,858|—|$21,858|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$20,019|—|$20,019|

| 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:** $41,877

- **Estimated Expense Ratio:** 0.228% 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|$43,102|$41,877|—|—|—|

| 2023|$34,700|$34,700|—|—|—|

| 2022|$22,253|—|$22,253|—|—|

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