Plan Snapshot
- Plan Sponsor: 20/20 Custom Molded Plastics, LLC
- Sponsor EIN: 341945124
- Sponsor Address: 14620 SELWYN DRIVE, HOLIDAY CITY, OH, 43543
- Plan Type: 401(k)
- Total Participants: 480
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 480 | $4.5M | $183,181 | $554,633 |
| 2023 | 420 | $4.6M | $201,259 | $633,689 |
| 2022 | 526 | $3.5M | $162,451 | $527,669 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $24,507 | — | $24,507 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $16,779 | — | $16,779 |
| PENSION INNOVATIONS | Recordkeeper | $5,014 | — | $5,014 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — Recordkeeper
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,300
- Estimated Expense Ratio: 1.039% 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 | $46,300 | $16,778 | — | — | — |
| 2023 | $36,930 | — | — | — | — |
| 2022 | $18,674 | — | — | — | $18,674 |