Plan Snapshot
- Plan Sponsor: Turbine Engine Components Technologies- Utica Corporation
- Sponsor EIN: 133369796
- Sponsor Address: 2 HALSEY ROAD, WHITESBORO, NY, 13492
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $4.9M
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 | 183 | $4.9M | $197,352 | $294,683 |
| 2023 | 133 | $5.0M | $133,453 | $238,626 |
| 2022 | 96 | $4.4M | $109,296 | $222,212 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | Auditor | $12,253 | — | $12,253 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,253
- Estimated Expense Ratio: 0.252% 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 | $29,977 | $8,567 | — | $12,253 | — |
| 2023 | $18,154 | $8,906 | — | — | — |
| 2022 | $25,320 | — | — | — | — |