Plan Snapshot
- Plan Sponsor: Almon, INC.
- Sponsor EIN: 391402341
- Sponsor Address: W223 N797 SARATOGA DRIVE, WAUKESHA, WI, 531860404
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $13.4M
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 | 123 | $13.4M | $72,147 | $439,845 |
| 2023 | 120 | $12.9M | $74,987 | $391,806 |
| 2022 | 141 | $11.9M | $73,011 | $474,927 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
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 | $71,739 | — | $6,713 | — | — |
| 2023 | $66,360 | — | $60,567 | — | — |
| 2022 | $71,824 | — | $7,590 | — | $64,234 |