# American Consolidated Natural Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-consolidated-natural-resources-inc-401k-plan

> American Consolidated Natural Resources, INC.'s 401(k) plan: 1,407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — 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|

## Similar Plans

- [Crimson Oak Grove Resources, LLC](https://planprovider.pro/companies/crimson-oak-grove-resources-llc-plan-001) — 381 participants

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