Plan Snapshot
- Plan Sponsor: Hyperion Materials & Technologies, INC.
- Sponsor EIN: 352617074
- Sponsor Address: 6325 HUNTLEY RD, COLUMBUS, OH, 43229
- Plan Type: 401(k)
- Total Participants: 767
- Total Assets: $104.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 767 | $104.8M | $3.3M | $5.4M |
| 2023 | 754 | $96.1M | $3.5M | $5.2M |
| 2022 | 676 | $88.2M | $2.6M | $4.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $59,641 | — | $59,641 |
| CROWE LLP | ACCOUNTANT/AUDITOR | $30,450 | — | $30,450 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,881 | — | $11,881 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,972
- Estimated Expense Ratio: 0.097% 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 | $101,262 | $11,881 | $1,200 | $30,450 | — |
| 2023 | $57,380 | $2,975 | $1,200 | — | — |
| 2022 | $83,255 | — | — | — | $16,300 |