Plan Snapshot
- Plan Sponsor: Custom Alloy Corporation
- Sponsor EIN: 222367537
- Sponsor Address: 3 WASHINGTON AVENUE, HIGH BRIDGE, NJ, 08829
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $7.1M | $30,648 | $382,929 |
| 2022 | 185 | $9.3M | $62,794 | $707,029 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $62,690 | — | $62,690 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | Investment Advisor | $43,804 | — | $43,804 |
| PLANNED RETIREMENT CONSULTANTS & AD | Recordkeeper | $24,076 | $432 | $24,508 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- NORTHWESTERN MUTUAL WEALTH MANAGEME — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,002
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 | $40,824 | — | — | — | — |
| 2023 | $66,691 | — | $66,691 | — | — |
| 2022 | $66,332 | — | $66,332 | — | — |