Plan Snapshot
- Plan Sponsor: Powertrain Rockford, INC.
- Sponsor EIN: 363585049
- Sponsor Address: 1200 WINDSOR ROAD, LOVES PARK, IL, 61111
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $28.2M
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 | 274 | $28.2M | $834,759 | $1.7M |
| 2023 | 352 | $27.9M | $833,077 | $1.8M |
| 2022 | 325 | $24.4M | $778,114 | $1.8M |
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 |
|---|---|---|---|---|
| CROWE, LLP | 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 | $73,145 | $1,809 | $13,161 | — | — |
| 2023 | $58,443 | — | $58,010 | — | — |
| 2022 | $50,395 | — | $49,395 | — | — |