Plan Snapshot
- Plan Sponsor: Fox Valley Molding, INC.
- Sponsor EIN: 363263290
- Sponsor Address: 113 S CENTER STREET, PLANO, IL, 60545
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $4.3M
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 | 128 | $4.3M | $157,300 | $370,571 |
| 2023 | 151 | $3.8M | $135,852 | $256,496 |
| 2022 | 153 | $3.6M | $139,761 | $338,139 |
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 |
|---|---|---|---|---|
| MICHELLE HECKERT, CPA, LLAC | 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 | $7,372 | $827 | — | — | — |
| 2023 | $8,192 | $835 | — | — | — |
| 2022 | $7,092 | $607 | $6,485 | — | — |