Plan Snapshot
- Plan Sponsor: Aotco Metal Finishing LLC
- Sponsor EIN: 831463990
- Sponsor Address: 11 SUBURBAN PARK DRIVE, BILLERICA, MA, 01821
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $6.3M
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 | 116 | $6.3M | $89,234 | $465,889 |
| 2023 | 135 | $6.6M | $238,431 | $417,078 |
| 2022 | 101 | $4.9M | $229,008 | $338,541 |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO. (KLR) | 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 | $11,846 | $7,151 | $4,695 | — | — |
| 2023 | $4,229 | $2,129 | $2,100 | — | — |
| 2022 | $2,992 | — | $2,992 | — | — |