Plan Snapshot
- Plan Sponsor: Automation And Control Strategies Group, INC.
- Sponsor EIN: 912109707
- Sponsor Address: 1005 W 8TH ST, VANCOUVER, WA, 98660
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 283 | $21.6M | $807,027 | $2.5M |
| 2023 | 293 | $18.0M | $788,290 | $2.3M |
| 2022 | 315 | $13.6M | $718,145 | $2.1M |
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 |
|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC FISHER | Investment Advisor | $77,064 | — | $77,064 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $32,250 | — | $32,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,314
- Estimated Expense Ratio: 0.505% 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 | $109,314 | $77,064 | — | — | — |
| 2023 | $57,725 | $18,371 | — | — | — |
| 2022 | $62,139 | — | — | — | $62,139 |