Plan Snapshot
- Plan Sponsor: American Alloy Steel, INC.
- Sponsor EIN: 741688398
- Sponsor Address: 6230 N HOUSTON ROSSLYN ROAD, HOUSTON, TX, 77091
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 262 | $23.5M | $244,854 | $1.5M |
| 2023 | 272 | $22.6M | $266,061 | $1.4M |
| 2022 | 263 | $19.6M | $207,572 | $1.3M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISOR | $62,834 | — | $62,834 |
| WEAVER AND TIDWELL, LLP | AUDITOR | $10,252 | — | $10,252 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,255 | — | $6,255 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,341
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $79,341 | $69,089 | — | $10,252 | — |
| 2023 | $68,259 | $53,698 | — | $14,561 | — |
| 2022 | $67,004 | — | $67,004 | — | — |