Plan Snapshot
- Plan Sponsor: Chemical Services Group INC.
- Sponsor EIN: 813219388
- Sponsor Address: 8679 S. FREEWAY DR., MACEDONIA, OH, 44056
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 284
- Total Assets: $10.3M
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. |
|---|---|---|---|---|
| 2025 | 284 | $10.3M | $0 | $0 |
| 2024 | 218 | $9.5M | $46,101 | $497,836 |
| 2023 | 263 | $8.6M | $59,469 | $549,575 |
| 2022 | 355 | $7.5M | $55,871 | $585,692 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $29,581 | $6,491 | $36,072 |
| MGO ONE SEVEN | Recordkeeper | $27,495 | — | $27,495 |
| MGO ONESEVEN INVESTMENT ADVISORS | Investment Advisor | $18,546 | $3,477 | $22,023 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,590
- Estimated Expense Ratio: 0.832% 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 |
|---|---|---|---|---|---|
| 2025 | $1,145,639 | $19,468 | $27,495 | — | — |
| 2024 | $70,409 | — | $70,409 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $62,602 | — | — | — | $62,602 |