Plan Snapshot
- Plan Sponsor: American Consolidated Natural Resources, INC.
- Sponsor EIN: 851621594
- Sponsor Address: 46226 NATIONAL ROAD, ST. CLAIRSVILLE, OH, 43950
- Plan Type: 401(k)
- Total Participants: 1,407
- Total Assets: $266.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,407 | $266.8M | $10.5M | $14.8M |
| 2023 | 1,918 | $255.8M | $11.1M | $15.7M |
| 2022 | 1,913 | $210.7M | $9.6M | $13.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $298,726 | — | $298,726 |
| CASTLEVIEW PARTNERS LLC | SECURITIES BROKER | $84,985 | — | $84,985 |
| CBIZ BENEFITS & INSURANCE SERVICES | CONSULTANT | $73,083 | — | $73,083 |
| CBIZ INVESTMENT ADVISORY SERVICES | INVESTMENT ADVISOR | $60,752 | — | $60,752 |
| DYNAMIC WEALTH ADVISORS | SECURITIES BROKER | $17,459 | — | $17,459 |
| CIUNI & PANICHI, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $535,005
- Estimated Expense Ratio: 0.201% of plan assets
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 | $537,068 | $238,342 | — | — | — |
| 2023 | $517,033 | $242,498 | — | — | — |
| 2022 | $458,448 | $184,578 | — | — | $20,500 |