Plan Snapshot
- Plan Sponsor: Etp International INC.
- Sponsor EIN: 842196872
- Sponsor Address: 4560 W. 160TH STREET, CLEVELAND, OH, 44135
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 226 | $19.4M | $538,918 | $1.1M |
| 2023 | 208 | $15.9M | $487,403 | $968,710 |
| 2022 | 212 | $13.2M | $408,113 | $795,489 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,113 | — | $27,113 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,516 | — | $8,516 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,629
- Estimated Expense Ratio: 0.184% 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 | $38,807 | $11,694 | — | — | — |
| 2023 | $9,935 | $7,504 | — | — | — |
| 2022 | $6,987 | — | — | — | — |