Plan Snapshot
- Plan Sponsor: Threaded Fasteners, INC.
- Sponsor EIN: 630765747
- Sponsor Address: 3200 CRICHTON STREET, MOBILE, AL, 36607
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $9.2M
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 | 245 | $9.2M | $307,507 | $903,681 |
| 2023 | 214 | $7.3M | $264,976 | $729,081 |
| 2022 | 184 | $6.0M | $208,774 | $614,354 |
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 |
|---|---|---|---|---|
| AVIZO GROUP, INC. | 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 | $68,459 | $40,947 | $3,825 | — | — |
| 2023 | $54,479 | $31,765 | $4,339 | — | — |
| 2022 | $52,907 | $22,765 | $30,142 | — | — |