Plan Snapshot
- Plan Sponsor: Indiana Tool & Manufacturing Co., INC.
- Sponsor EIN: 350987380
- Sponsor Address: 6100 MICHIGAN ROAD, PLYMOUTH, IN, 46563
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $13.1M
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 | 129 | $13.1M | $335,530 | $701,205 |
| 2023 | 150 | $13.4M | $312,290 | $675,256 |
| 2022 | 125 | $11.2M | $268,549 | $565,780 |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — 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 | $22,726 | $19,150 | $3,576 | — | — |
| 2023 | $31,036 | $27,655 | $3,381 | — | — |
| 2022 | $28,333 | $26,102 | — | — | $2,231 |