Plan Snapshot
- Plan Sponsor: Ashton Potter (Usa) Ltd.
- Sponsor EIN: 043725219
- Sponsor Address: 10 CURTWRIGHT DRIVE, WILLIAMSVILLE, NY, 142217072
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $7.5M
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 | 128 | $7.5M | $177,983 | $475,471 |
| 2023 | 166 | $7.2M | $156,345 | $602,451 |
| 2022 | 159 | $6.1M | $196,179 | $543,897 |
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 |
|---|---|---|---|---|
| PRIORE & RADEMAKER CPAS, P.C. | 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 | $48,385 | — | $40,926 | — | — |
| 2023 | $44,755 | — | $37,907 | — | — |
| 2022 | $50,653 | $45,329 | $5,324 | — | — |