Plan Snapshot
- Plan Sponsor: F.C. Industries, INC.
- Sponsor EIN: 311264992
- Sponsor Address: 4900 WEBSTER STREET, DAYTON, OH, 45414
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 337
- Total Assets: $19.4M
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. |
|---|---|---|---|---|
| 2025 | 337 | $19.4M | $0 | $0 |
| 2024 | 304 | $18.4M | $561,426 | $1.3M |
| 2023 | 305 | $17.0M | $514,473 | $1.2M |
| 2022 | 321 | $14.5M | $198,310 | $1.1M |
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 |
|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | Other Service Provider | $50,651 | — | $50,651 |
| PCA INVESTMENT ADVISORY SERVICES | Other Service Provider | $36,100 | — | $36,100 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $15,000 | — | $15,000 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | — | $6,661 | $6,661 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,412
- Estimated Expense Ratio: 0.560% 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 | $3,945,257 | $36,100 | — | $15,000 | — |
| 2024 | $80,331 | $35,810 | — | — | — |
| 2023 | $76,013 | $30,177 | — | $5,900 | — |
| 2022 | $76,349 | $31,484 | $44,865 | — | — |