Plan Snapshot
- Plan Sponsor: Anson Industries INC.
- Sponsor EIN: 362053853
- Sponsor Address: 1959 ANSON DRIVE, MELROSE PARK, IL, 60160
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $118.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 237 | $118.3M | $12.1M | $145,625 |
| 2023 | 238 | $98.3M | $8.8M | $124,849 |
| 2022 | 230 | $83.3M | $7.3M | $114,666 |
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, LLP | Auditor | $18,315 | — | $18,315 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,315
- Estimated Expense Ratio: 0.015% 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 | $152,096 | $47,500 | — | $18,315 | — |
| 2023 | $153,945 | $47,500 | — | $36,590 | — |
| 2022 | $164,292 | $139,469 | $5,822 | — | — |