Plan Snapshot
- Plan Sponsor: Altenloh, Brinck & Co. Us, INC.
- Sponsor EIN: 203946941
- Sponsor Address: 2105 WILLIAMS CO. RD. 12C, BRYAN, OH, 43506
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 314 | $17.8M | $455,182 | $1.3M |
| 2023 | 282 | $14.9M | $387,659 | $1.2M |
| 2022 | 307 | $13.5M | $423,215 | $1.2M |
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 |
|---|---|---|---|---|
| PENROD & GEORGE | 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 | $16,087 | $16,087 | — | — | — |
| 2023 | $11,215 | $11,215 | — | — | — |
| 2022 | $33,306 | $33,306 | — | — | — |