Plan Snapshot
- Plan Sponsor: Auto Meter Products, INC.
- Sponsor EIN: 362539717
- Sponsor Address: 413 W ELM, SYCAMORE, IL, 60178
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $19.3M
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 | 170 | $19.3M | $387,810 | $986,047 |
| 2023 | 178 | $16.4M | $382,215 | $988,611 |
| 2022 | 181 | $12.6M | $401,526 | $997,329 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $32,989 | — | $32,989 |
| CATALANO, CABOOR & CO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,989
- Estimated Expense Ratio: 0.171% 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 | $37,713 | $32,989 | — | — | — |
| 2023 | $23,795 | $20,095 | — | — | — |
| 2022 | $38,923 | — | — | — | — |