Plan Snapshot
- Plan Sponsor: Forms & Surfaces INC.
- Sponsor EIN: 251476717
- Sponsor Address: 1901 WILLIAM FLYNN HIGHWAY, GLENSHAW, PA, 15116
- Plan Type: 401(k)
- Total Participants: 412
- Total Assets: $34.1M
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 | 412 | $34.1M | $533,312 | $2.6M |
| 2023 | 433 | $32.9M | $762,332 | $2.6M |
| 2022 | 477 | $28.5M | $661,408 | $2.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $27,268 | — | $27,268 |
| BAS PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BAS PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,268
- Estimated Expense Ratio: 0.080% 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 | $27,268 | $3,453 | — | — | — |
| 2023 | $22,078 | $2,710 | — | — | — |
| 2022 | $19,520 | — | — | — | — |