Plan Snapshot
- Plan Sponsor: American Future Systems, INC. Dba Successfuel
- Sponsor EIN: 231897431
- Sponsor Address: 660 AMERICAN AVE, SUITE 203, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 46 | $16.1M | $45,424 | $379,046 |
| 2023 | 67 | $16.7M | $113,415 | $456,004 |
| 2022 | 75 | $16.2M | $123,060 | $441,786 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | $20,280 | — | $20,280 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,280
- Estimated Expense Ratio: 0.126% 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 | $48,811 | $8,474 | $20,057 | $20,280 | — |
| 2023 | $77,563 | $8,173 | $52,750 | $16,640 | — |
| 2022 | $63,536 | $8,970 | $38,966 | — | $15,600 |