Plan Snapshot
- Plan Sponsor: Jsw Steel Usa Ohio, INC.
- Sponsor EIN: 813308222
- Sponsor Address: 1500 COMMERCIAL AVENUE, MINGO JUNCTION, OH, 43938
- Plan Type: DC
- Total Participants: 337
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 337 | $10.3M | $901,596 | $1.1M |
| 2023 | 319 | $7.4M | $832,142 | $1.0M |
| 2022 | 261 | $5.1M | $697,386 | $935,989 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV | RECORDKEEPER | $31,338 | — | $31,338 |
| BKS FINANCIAL INVESTMENTS LLC | FINANCIAL ADVISOR | $20,088 | — | $20,088 |
| MELTON & MELTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERV — RECORDKEEPER
- MELTON & MELTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,426
- Estimated Expense Ratio: 0.497% 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 | $63,013 | $20,416 | — | — | — |
| 2023 | $38,438 | $28 | $30,834 | — | — |
| 2022 | $10,965 | — | — | — | $10,965 |