Plan Snapshot
- Plan Sponsor: Aw Industries, INC.
- Sponsor EIN: 520747561
- Sponsor Address: 8415 ARDWICK ARDMORE ROAD, LANDOVER, MD, 207852302
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 164
- Total Assets: $241,193
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $241,193 | $0 | $36,489 |
| 2023 | 181 | $254,357 | $0 | $47,174 |
| 2022 | 243 | $243,037 | $0 | $36,147 |
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 |
|---|---|---|---|---|
| GROSS MENDELSOHN & ASSOCIATES, P.A. | 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 | — | — | — | — | — |
| 2023 | $12,250 | — | — | $12,250 | — |
| 2022 | $6,000 | — | — | — | $6,000 |