Plan Snapshot
- Plan Sponsor: American Ordnance, LLC C/O Iowa Army Ammunition Plant
- Sponsor EIN: 621735307
- Sponsor Address: 1500 SPRING GARDEN STREET, PHILADELPHIA, PA, 19130
- Plan Type: DB
- Total Participants: 155
- Total Assets: $88.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $88.3M | $0 | $0 |
| 2023 | 172 | $94.4M | $0 | $0 |
| 2022 | 157 | $47.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | SERVICE PROVIDER | $231,543 | — | $231,543 |
| SEGAL | ACTUARY | $158,600 | — | $158,600 |
| PRINCIPAL | SERVICE PROVIDER | $132,070 | — | $132,070 |
| CAPTRUST | SERVICE PROVIDER | $110,500 | — | $110,500 |
| USI CONSULTING | CONSULTANT | $37,274 | — | $37,274 |
| FISCHER CUNNANE & ASSOCIATES, LTD | AUDITOR | $36,175 | — | $36,175 |
| JACKSON LEWIS | LEGAL | $5,911 | — | $5,911 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPTRUST — SERVICE PROVIDER
- FISCHER CUNNANE & ASSOCIATES, LTD — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $712,073
- Estimated Expense Ratio: 0.806% 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 | $892,711 | — | $363,612 | — | — |
| 2023 | $298,396 | — | $109,048 | — | — |
| 2022 | $320,772 | — | $129,441 | — | $118,907 |