Plan Snapshot
- Plan Sponsor: Angell-Demmel North America Dba Alutrim North America, INC.
- Sponsor EIN: 320585179
- Sponsor Address: 810 W. MAIN STREET, LEBANON, KY, 40033
- Plan Type: DB
- Total Participants: 9
- Total Assets: $3.5M
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. |
|---|---|---|---|---|
| 2025 | 9 | $3.5M | $0 | $0 |
| 2024 | 9 | $3.8M | $0 | $0 |
| 2023 | 9 | $3.6M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $126,488 | — | $126,488 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,488
- Estimated Expense Ratio: 3.626% 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 |
|---|---|---|---|---|---|
| 2025 | $163,988 | — | — | $126,488 | — |
| 2024 | $22,798 | $22,798 | — | — | — |
| 2023 | $73,987 | $30,244 | — | — | — |