Plan Snapshot
- Plan Sponsor: Associated Materials, LLC
- Sponsor EIN: 751872487
- Sponsor Address: 3773 STATE ROAD, CUYAHOGA FALLS, OH, 44223
- Plan Type: 401(k)
- Total Participants: 2,874
- Total Assets: $186.0M
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 | 2,874 | $186.0M | $5.2M | $13.1M |
| 2023 | 2,857 | $169.4M | $5.1M | $12.3M |
| 2022 | 3,039 | $142.9M | $5.1M | $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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $195,455 | — | $195,455 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT/FINANCIAL ADVI | $160,357 | — | $160,357 |
| GRANT THORNTON LLP | AUDITOR | $20,700 | — | $20,700 |
| BOBER, MARKEY, FEDOROVICH & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GRANT THORNTON LLP — AUDITOR
- BOBER, MARKEY, FEDOROVICH & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $376,512
- Estimated Expense Ratio: 0.202% 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 | $296,334 | $100,878 | — | — | — |
| 2023 | $291,794 | $40,997 | — | — | — |
| 2022 | $280,063 | — | — | — | — |