Plan Snapshot
- Plan Sponsor: Applied Control Engineering INC
- Sponsor EIN: 510333862
- Sponsor Address: 700 CREEK VIEW RD, NEWARK, DE, 19711
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $35.4M
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 | 199 | $35.4M | $552,765 | $1.7M |
| 2023 | 170 | $30.7M | $468,767 | $1.6M |
| 2022 | 147 | $25.3M | $428,014 | $1.4M |
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 |
|---|---|---|---|---|
| WHEELER WOLFENDEN DWARES | 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 | $54,094 | — | — | — | — |
| 2023 | $51,920 | — | — | — | — |
| 2022 | $59,213 | — | — | — | — |