Plan Snapshot
- Plan Sponsor: Control Tech Usa Ltd.
- Sponsor EIN: 461672029
- Sponsor Address: 22025 ROUTE 14, TROY, PA, 16947
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 151
- Total Assets: $2.6M
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 | 151 | $2.6M | $218,530 | $387,195 |
| 2023 | 152 | $1.9M | $173,844 | $308,535 |
| 2022 | 86 | $1.5M | $109,716 | $213,472 |
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 |
|---|---|---|---|---|
| EFPR GROUP CPAS, 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 |
|---|---|---|---|---|---|
| 2024 | $3,565 | — | — | — | — |
| 2023 | $3,005 | — | — | — | — |
| 2022 | $2,550 | $2,550 | — | — | — |