Plan Snapshot
- Plan Sponsor: Aluchem, INC.
- Sponsor EIN: 310927556
- Sponsor Address: ONE LANDY LANE, READING, OH, 452153489
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $11.8M | $265,881 | $563,547 |
| 2023 | 132 | $10.8M | $256,198 | $570,712 |
| 2022 | 135 | $9.2M | $250,271 | $485,335 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | 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 | $36,384 | — | $36,384 | — | — |
| 2023 | $32,646 | — | $32,646 | — | — |
| 2022 | $38,699 | — | $38,699 | — | — |