Plan Snapshot
- Plan Sponsor: Trace Die Cast, INC.
- Sponsor EIN: 611136668
- Sponsor Address: 140 GRAHAM AVE., BOWLING GREEN, KY, 42101
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 369 | $14.0M | $364,902 | $660,485 |
| 2023 | 346 | $11.8M | $352,584 | $632,838 |
| 2022 | 272 | $9.5M | $348,893 | $582,880 |
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 |
|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | ADVISOR | $37,252 | — | $37,252 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,145 | — | $25,145 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,397
- Estimated Expense Ratio: 0.445% 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 | $63,329 | $38,184 | — | — | — |
| 2023 | $74,248 | $53,160 | — | — | — |
| 2022 | $74,507 | $806 | — | — | — |