Plan Snapshot
- Plan Sponsor: Fort Recovery Industries, INC.
- Sponsor EIN: 344410626
- Sponsor Address: 2440 STATE ROUTE 49 PO BOX 638, FORT RECOVERY, OH, 45846
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $19.9M
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 | 250 | $19.9M | $248,355 | $810,338 |
| 2023 | 264 | $19.5M | $304,151 | $857,438 |
| 2022 | 303 | $20.8M | $311,770 | $907,065 |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER — 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 | $40,529 | — | $40,529 | — | — |
| 2023 | $38,543 | — | $38,543 | — | — |
| 2022 | $41,427 | — | — | — | $41,427 |