Plan Snapshot
- Plan Sponsor: The Acutronic Company
- Sponsor EIN: 831101488
- Sponsor Address: 700 WATERFRONT DRIVE, PITTSBURGH, PA, 152224742
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $15.3M
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 | 127 | $15.3M | $529,176 | $1.3M |
| 2023 | 122 | $12.1M | $435,633 | $1.0M |
| 2022 | 121 | $9.8M | $383,021 | $889,664 |
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 |
|---|---|---|---|---|
| JMS CAPITAL GROUP WEALTH SERVICES | INVESTMENT ADVISOR | $61,852 | — | $61,852 |
| BAKER TILLY VIRCHOW KRAUSE, LLP | CONTRACT ADMIN | $8,178 | — | $8,178 |
| TAIT WELLER & BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAIT WELLER & BAKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,030
- Estimated Expense Ratio: 0.457% of plan assets
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 | $61,160 | — | — | — | — |
| 2023 | $45,198 | — | $45,198 | — | — |
| 2022 | $44,451 | — | $2,000 | — | $42,451 |