Plan Snapshot
- Plan Sponsor: Avon Machining, LLC
- Sponsor EIN: 821036287
- Sponsor Address: 11968 INVESTMENT DR., SHELBY TOWNSHIP, MI, 48315
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $2.3M
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. |
|---|---|---|---|---|
| 2023 | 88 | $2.3M | $54,843 | $346,912 |
| 2022 | 92 | $2.0M | $56,917 | $340,048 |
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 |
|---|---|---|---|---|
| D.K. WEISS, HOLT & ASSOCIATES, 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 |
|---|---|---|---|---|---|
| 2023 | $22,702 | $5,251 | $1,875 | — | — |
| 2022 | $13,794 | $1,075 | — | — | $1,852 |