# Applied Control Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/applied-control-management-inc-401k-plan

> Applied Control Management, INC.'s 401(k) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Applied Control Management, INC.

- **Sponsor EIN:** 264313888

- **Sponsor Address:** 13705 COMPARK BLVD, ENGLEWOOD, CO, 801127140

- **Plan Type:** 401(k)

- **Total Participants:** 228

- **Total Assets:** $35.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|228|$35.1M|$897,687|$2.1M|

| 2023|217|$31.0M|$873,763|$2.1M|

| 2022|213|$27.8M|$768,440|$1.9M|

## 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|

| IMA ADVISORY SERVICES, INC.|INVESTMENT ADVISORY|$65,111|$13|$65,124|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$59,346|—|$59,346|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [IMA ADVISORY SERVICES, INC.](https://planprovider.pro/provider/ima-wealth) — INVESTMENT ADVISORY

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $124,470

- **Estimated Expense Ratio:** 0.355% 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|$124,464|$65,117|$59,347|—|—|

| 2023|$109,493|$57,670|$51,823|—|—|

| 2022|$119,987|$69,158|$50,829|—|—|

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- [Wagner Equipment Co.](https://planprovider.pro/companies/wagner-equipment-co-401k-plan) — 1,733 participants

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