Plan Snapshot
- Plan Sponsor: Applied Laser Technologies Acq
- Sponsor EIN: 873300358
- Sponsor Address: 8404 VENTURE CIR, SCHOFIELD, WI, 544764535
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 74 | $2.9M | $134,830 | $228,424 |
| 2023 | 87 | $2.5M | $139,743 | $233,411 |
| 2022 | 101 | $2.1M | $134,234 | $198,594 |
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 |
|---|---|---|---|---|
| CLIFTONLARSENALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSENALLEN LLP — Auditor
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 | $20,618 | $13,755 | $6,863 | — | — |
| 2023 | $18,440 | $11,639 | $6,801 | — | — |
| 2022 | $14,305 | $9,984 | $4,321 | — | — |