Plan Snapshot
- Plan Sponsor: Fullerton Tool Company, INC.
- Sponsor EIN: 381288328
- Sponsor Address: 121 PERRY ST, SAGINAW, MI, 48602
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $24.1M
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 | 194 | $24.1M | $423,107 | $1.3M |
| 2023 | 189 | $19.8M | $321,803 | $1.1M |
| 2022 | 176 | $17.0M | $296,903 | $973,413 |
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 |
|---|---|---|---|---|
| YEO & YEO, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO, P.C. — 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 | $89,768 | $33,635 | $56,133 | — | — |
| 2023 | $75,917 | $51,023 | $14,142 | — | — |
| 2022 | $36,026 | $20,783 | $13,355 | — | $1,888 |