Plan Snapshot
- Plan Sponsor: Adalet/Scott Fetzer Company
- Sponsor EIN: 470691259
- Sponsor Address: 4801 WEST 150TH STREET, CLEVELAND, OH, 44135
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $54,890 | $228,003 |
| 2023 | 78 | $3.8M | $43,385 | $192,521 |
| 2022 | 79 | $3.3M | $35,073 | $187,633 |
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 |
|---|---|---|---|---|
| D'AMICO WAWRIN & COMPANY CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D'AMICO WAWRIN & COMPANY CPAS LLC — 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 | $1,083,712 | — | $9,157 | — | — |
| 2023 | $248,017 | — | $8,752 | — | — |
| 2022 | $17,888 | — | $17,888 | — | — |