Plan Snapshot
- Plan Sponsor: Celina Aluminum Precision Technology INC.
- Sponsor EIN: 351928465
- Sponsor Address: 7059 STAEGER ROAD, CELINA, OH, 458229395
- Plan Type: DB
- Plan Number: 002
- Total Participants: 319
- Total Assets: $20.1M
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 | 319 | $20.1M | $731,000 | $0 |
| 2023 | 320 | $19.9M | $500,000 | $0 |
| 2022 | 348 | $20.5M | $565,000 | $0 |
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 |
|---|---|---|---|---|
| MERCER (US) LLC | Investment Advisor | $49,553 | — | $49,553 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER (US) LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,553
- Estimated Expense Ratio: 0.247% 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 | $163,604 | — | — | — | — |
| 2023 | $163,092 | — | — | — | — |
| 2022 | $233,085 | — | — | — | — |