Plan Snapshot
- Plan Sponsor: American Thermal Instruments, INC.
- Sponsor EIN: 311009609
- Sponsor Address: 2400 EAST RIVER ROAD, DAYTON, OH, 45439
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 65 | $7.0M | $150,916 | $406,495 |
| 2022 | 70 | $6.3M | $155,211 | $427,546 |
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 |
|---|---|---|---|---|
| DYNAMIC PENSION SERVICES, INC. | TPA | $23,232 | — | $23,232 |
| TWG BENEFITS, INC. | RECORD KEEPER | $19,352 | — | $19,352 |
| HAMMERMAN GRAFM HUGHES & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,584
- Estimated Expense Ratio: 0.610% 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 |
|---|---|---|---|---|---|
| 2023 | $24,588 | — | $11,616 | — | — |
| 2022 | $24,800 | $3,293 | $12,083 | — | — |