# Automatic Handling International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/automatic-handling-international-inc-401k-plan

> Automatic Handling International, INC.'s 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Automatic Handling International, INC.

- **Sponsor EIN:** 260299622

- **Sponsor Address:** 360 LAVOY RD., ERIE, MI, 48133

- **Plan Type:** 401(k)

- **Total Participants:** 80

- **Total Assets:** $10.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|80|$10.6M|$203,351|$537,868|

| 2023|97|$10.6M|$216,468|$598,795|

| 2022|99|$9.0M|$199,652|$549,736|

## 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|

| OSAIC WEALTH, INC.|BROKER DEALER|—|$24,693|$24,693|

| PENSION INNOVATIONS & CONSULTING|THIRD PARTY ADMINISTRATO|—|$5,271|$5,271|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — BROKER DEALER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,964

- **Estimated Expense Ratio:** 0.282% 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|$7,141|—|$6,140|—|—|

| 2023|$7,438|—|—|—|—|

| 2022|$6,102|—|—|—|$6,102|

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