# Asm Affiliates, INC DC Plan
Source: https://planprovider.pro/companies/asm-affiliates-inc-plan

> Asm Affiliates, INC's DC plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Asm Affiliates, INC

- **Sponsor EIN:** 953163341

- **Sponsor Address:** 2034 CORTE DEL NOGAL, CARLSBAD, CA, 920111410

- **Plan Type:** DC

- **Total Participants:** 96

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|96|$8.0M|$535,000|$0|

| 2023|78|$6.3M|$348,000|$0|

| 2022|69|$6.9M|$322,110|$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|

| GATTO POPE|ACCOUNTANT|$14,957|—|$14,957|

| WEAVER & TIDWELL|VALUATION SERVICES|$14,350|—|$14,350|

| PRUDENT FIDUCIARY SERVICES|TRUSTEE|$12,013|—|$12,013|

| PRINCIPAL|PLAN ADMINISTRATOR|$11,257|—|$11,257|

### Verified Provider Profiles

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

- [WEAVER & TIDWELL](https://planprovider.pro/provider/weaver-and-tidwell-llp) — VALUATION SERVICES

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,577

- **Estimated Expense Ratio:** 0.660% 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|$52,579|—|$11,258|—|—|

| 2023|$45,983|—|$13,849|—|—|

| 2022|$73,672|—|—|—|—|

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