Plan Snapshot
- Plan Sponsor: Hexpol Holding, INC.
- Sponsor EIN: 800314696
- Sponsor Address: 14330 KINSMAN ROAD, BURTON, OH, 440219648
- Plan Type: 401(k)
- Total Participants: 1,130
- Total Assets: $110.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,130 | $110.0M | $2.9M | $5.1M |
| 2023 | 1,222 | $105.9M | $2.8M | $5.0M |
| 2022 | 1,182 | $95.6M | $2.6M | $5.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $143,773 | — | $143,773 |
| JANNEY MONTGOMERY SCOTT LLC | NONE | $50,000 | — | $50,000 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- JANNEY MONTGOMERY SCOTT LLC — NONE
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,773
- Estimated Expense Ratio: 0.176% 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 | $195,216 | $69,419 | — | — | — |
| 2023 | $169,813 | $54,917 | — | — | — |
| 2022 | $178,524 | $50,949 | — | — | — |