Plan Snapshot
- Plan Sponsor: Ashley Industrial Molding, INC.
- Sponsor EIN: 352136001
- Sponsor Address: 320 SOUTH WABASH AVENUE, ASHLEY, IN, 46705
- Plan Type: 401(k)
- Total Participants: 417
- Total Assets: $24.4M
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 | 417 | $24.4M | $760,601 | $1.2M |
| 2023 | 481 | $21.5M | $896,212 | $1.4M |
| 2022 | 464 | $17.5M | $910,267 | $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 |
|---|---|---|---|---|
| RAYMOND JAMES FSA INC | Investment Advisor | $55,922 | — | $55,922 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,922
- Estimated Expense Ratio: 0.230% 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 | $150,296 | — | $150,296 | — | — |
| 2023 | $127,132 | — | $127,132 | — | — |
| 2022 | $123,200 | $44,722 | $78,478 | — | — |