Plan Snapshot
- Plan Sponsor: Autel Us INC
- Sponsor EIN: 452320063
- Sponsor Address: 36 HARBOR PARK DRIVE, PORT WASHINGTON, NY, 11050
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $4.4M
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 | 162 | $4.4M | $267,410 | $759,738 |
| 2023 | 164 | $3.0M | $199,449 | $703,147 |
| 2022 | 113 | $1.9M | $152,172 | $620,103 |
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 |
|---|---|---|---|---|
| WAGNER FERBER FINE & ACKERMAN, PLLC | 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 | $16,639 | $16,639 | — | — | — |
| 2023 | $35,767 | $13,029 | $21,946 | — | — |
| 2022 | $20,992 | $8,087 | $12,905 | — | — |