# Fort Wayne Metals Research Products, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/fort-wayne-metals-research-products-llc-401k-plan

> Fort Wayne Metals Research Products, LLC.&#39;s 401(k) plan: 1,485 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fort-wayne-metals-research-products-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
