Retirement plan

AKRION TECHNOLOGIES, INC. 401(K) PLAN

Name: AKRION TECHNOLOGIES, INC. - AKRION TECHNOLOGIES, INC. 401(K) PLAN (2025) Form 5500
Creator: AKRION TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AKRION TECHNOLOGIES, INC. 401(K) PLAN, AKRION TECHNOLOGIES, INC.

AKRION TECHNOLOGIES, INC.EIN 82-2774740Plan #001PY 2025

6330 HEDGEWOOD DRIVE, SUITE 150 - ALLENTOWN, PA 18106610-391-9200akriontech.comLinkedIn51-200 employeessemiconductors

Prospect flagsHigh feesFailed to transmit contributions

How to read this page

Total assets (EOY)

$19.5M

+16.7% from 2024

Total participants

130

-4.4% from 2024

Average account balance

$162,321

+24.4% from 2024

Annual return

14.07%

+2.26 pp from 2024

Benchmarks

See 9,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort9,879 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$19.48M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$162K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

120

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$754K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$316

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
VALLEY FORGE INVESTMENT CONSULTANTS7 years Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 71-0294708	Other Services	$8,693
MAILLIE LLP2 years Service code 99 · EIN 23-1518888	Other Fees	$8,600
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491	Advisory (Participants)	$8,355
PRIME CAPITAL INVESTMENT ADVISORS1 year Filed as: PRIME PENSIONS Service code 99 · EIN 46-1224594	Other Fees	$5,445

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$38K

$451 / participant

Investment mgmt$22K59.1%
Contract admin$2K5.9%
Other / not subdivided$13K35.1%

% of EOY assets

0.195%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAILLIE LLP
Auditor EIN: 231518888
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$162,321

$95,453+70.1%

$112,040+44.9%

$82,448+96.9%

Participation rate

88.1%

72.8%+15.3pp

76.5%+11.6pp

68.1%+20.0pp

Annual return

14.07%

23.92%-9.9pp

24.52%-10.5pp

41.64%-27.6pp

Employer contribution / active EE

$1,527

$2,318-34.1%

$2,954-48.3%

$2,551-40.1%

Participant deferral / active EE

$7,447

$4,224+76.3%

$5,098+46.1%

$4,139+79.9%

Admin fee / account holder

$316

$9,013-96.5%

$12,098-97.4%

$7,234-95.6%

Provider

Service type

Compensation

VALLEY FORGE INVESTMENT CONSULTANTS7 years

Filed as: VALLEY FORGE PENSION MANAGEMENT

Service code 49 · EIN 71-0294708

Other Services

$8,693

MAILLIE LLP2 years

Service code 99 · EIN 23-1518888

Other Fees

$8,600

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT ADVISORS

Service code 26 · EIN 02-0488491

Advisory (Participants)

$8,355

PRIME CAPITAL INVESTMENT ADVISORS1 year

Filed as: PRIME PENSIONS

Service code 99 · EIN 46-1224594

Other Fees

$5,445

AKRION TECHNOLOGIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AKRION TECHNOLOGIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion