Plan Snapshot
- Plan Sponsor: Anchor Tool & Die Company
- Sponsor EIN: 341053608
- Sponsor Address: 12200 BROOKPARK ROAD, CLEVELAND, OH, 44130
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $174,137 | $498,435 |
| 2023 | 193 | $12.3M | $219,737 | $627,931 |
| 2022 | 153 | $10.3M | $175,474 | $501,775 |
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 |
|---|---|---|---|---|
| BSB PARTNERS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,235 | $34,206 | — | — | — |
| 2023 | $54,313 | $27,208 | — | — | — |
| 2022 | $55,105 | — | $55,105 | — | — |