Plan Snapshot
- Plan Sponsor: Applied Mechanical Systems, INC.
- Sponsor EIN: 310846401
- Sponsor Address: 5598 WOLF CREEK PIKE, DAYTON, OH, 454262432
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $19.8M
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 | 195 | $19.8M | $127,580 | $1.0M |
| 2023 | 194 | $17.6M | $121,963 | $970,614 |
| 2022 | 193 | $15.1M | $123,752 | $964,503 |
| 2021 | 200 | $17.3M | $0 | $0 |
| 2020 | 198 | $15.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| BARNES, DENNIG & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNIG & CO., LTD. — 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 | $45,585 | $19,283 | — | — | — |
| 2023 | $42,052 | $15,750 | — | — | — |
| 2022 | $41,865 | $15,000 | — | — | — |
| 2021 | $48,668 | $15,000 | — | — | — |
| 2020 | $44,400 | $15,000 | — | — | — |