# American Thermal Instruments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-thermal-instruments-inc-plan

> American Thermal Instruments, INC.'s 401(k) plan: 65 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|

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