Plan Snapshot
- Plan Sponsor: American Ad Bag
- Sponsor EIN: 363849738
- Sponsor Address: 4953 WEST MISSOURI, GLENDALE, AZ, 85301
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 86 | $13.7M | $336,231 | $181,362 |
| 2023 | 87 | $11.5M | $261,934 | $180,542 |
| 2022 | 79 | $8.9M | $246,443 | $166,035 |
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 |
|---|---|---|---|---|
| CJBS, LLC | 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 | $65,573 | — | — | — | — |
| 2023 | $56,480 | — | — | — | — |
| 2022 | $53,977 | — | — | — | — |