Plan Snapshot
- Plan Sponsor: Fort Wayne Metals Research Products, LLC.
- Sponsor EIN: 351186549
- Sponsor Address: 9609 ARDMORE AVE., FT. WAYNE, IN, 46809
- Plan Type: 401(k)
- Total Participants: 1,485
- Total Assets: $173.0M
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. |
|---|---|---|---|---|
| 2024 | 1,485 | $173.0M | $4.0M | $8.1M |
| 2023 | 1,502 | $151.6M | $4.8M | $7.7M |
| 2022 | 1,298 | $123.8M | $4.4M | $7.6M |
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 |
|---|---|---|---|---|
| SYM FINANCIAL CORPORATION | INVESTMENT ADVISOR | $286,985 | — | $286,985 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $111,710 | — | $111,710 |
| BADEN GAGE & SCHROEDER, LLC | AUDITOR | $10,000 | — | $10,000 |
| BADEN GAGE AND SCHROEDER LLC | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN GAGE AND SCHROEDER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $418,695
- Estimated Expense Ratio: 0.242% 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 | $411,332 | $286,985 | — | $10,000 | — |
| 2023 | $334,785 | $233,069 | — | $11,600 | — |
| 2022 | $253,105 | — | $253,105 | — | — |