Plan Snapshot
- Plan Sponsor: Custom Assembly, INC.
- Sponsor EIN: 341466007
- Sponsor Address: 2952 COUNTY ROAD 107, HAVILAND, OH, 45851
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 384 | $5.6M | $213,021 | $730,118 |
| 2023 | 393 | $5.1M | $299,342 | $760,697 |
| 2022 | 379 | $3.8M | $256,870 | $725,080 |
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 |
|---|---|---|---|---|
| SHULTZ HUBER & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHULTZ HUBER & ASSOCIATES — Auditor
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 | $115,576 | — | — | — | — |
| 2023 | $104,054 | $29,921 | — | — | — |
| 2022 | $76,735 | — | — | — | — |