Plan Snapshot
- Plan Sponsor: Amsted Industries Incorporated
- Sponsor EIN: 360730380
- Sponsor Address: 111 S WACKER DR, SUITE 4400, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 299
- Total Assets: $147.2M
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 | 299 | $147.2M | $0 | $0 |
| 2023 | 346 | $133.8M | $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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $35,425 | — | $35,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,425
- Estimated Expense Ratio: 0.024% 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 | $2,020,409 | $247,501 | — | $35,425 | — |
| 2023 | $1,941,042 | $265,940 | — | — | $323,146 |