Plan Snapshot
- Plan Sponsor: U.S. Tool Grinding, INC.
- Sponsor EIN: 430760175
- Sponsor Address: 2000 PROGRESS DR, FARMINGTON, MO, 636409158
- Plan Type: 401(k)
- Total Participants: 921
- Total Assets: $34.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 921 | $34.1M | $1.0M | $2.4M |
| 2023 | 858 | $30.8M | $906,234 | $2.0M |
| 2022 | 727 | $26.5M | $777,091 | $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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $167,683 | $3,819 | — | — | — |
| 2023 | $137,051 | $891 | — | — | — |
| 2022 | $105,476 | — | $105,476 | — | — |