Plan Snapshot
- Plan Sponsor: Asm America, INC.
- Sponsor EIN: 860317468
- Sponsor Address: 3440 E. UNIVERSITY DRIVE, PHOENIX, AZ, 85034
- Plan Type: 401(k)
- Total Participants: 1,337
- Total Assets: $180.5M
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 | 1,337 | $180.5M | $8.5M | $17.2M |
| 2023 | 1,163 | $148.2M | $6.9M | $14.5M |
| 2022 | 1,036 | $117.9M | $5.6M | $11.7M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $20,475 | — | $20,475 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,475
- Estimated Expense Ratio: 0.011% 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 | $154,452 | $110,056 | — | $20,475 | — |
| 2023 | $129,323 | $92,983 | — | $19,425 | — |
| 2022 | $134,954 | — | $15,823 | — | $119,131 |