Plan Snapshot
- Plan Sponsor: Alt & Witzig Engineering, INC.
- Sponsor EIN: 351404753
- Sponsor Address: 4105 WEST 99TH ST, CARMEL, IN, 46032
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $11.1M
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 | 30 | $11.1M | $112,123 | $432,241 |
| 2023 | 131 | $10.4M | $118,924 | $417,255 |
| 2022 | 181 | $9.2M | $120,551 | $384,051 |
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 |
|---|---|---|---|---|
| AGRESTA, STORMS O'LEARY | 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 | $27,166 | $25,106 | $2,060 | — | — |
| 2023 | $26,419 | $23,864 | $2,555 | — | — |
| 2022 | $46,201 | — | $46,201 | — | — |