Plan Snapshot
- Plan Sponsor: Koroseal Interior Products, LLC
- Sponsor EIN: 464864607
- Sponsor Address: 1111 MEDINA ROAD, MEDINA, OH, 44256
- Plan Type: DC
- Total Participants: 365
- Total Assets: $34.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 365 | $34.7M | $187,135 | $1.8M |
| 2023 | 355 | $32.1M | $177,986 | $1.6M |
| 2022 | 369 | $26.9M | $177,451 | $1.6M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | INVESTMENT ADVISOR | $39,985 | — | $39,985 |
| CAPITAL GROUP RETIRMENT PLAN | RECORDKEEPER | $5,067 | — | $5,067 |
| BOBER, MARKEY, FEDOROVICH &COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER, MARKEY, FEDOROVICH &COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,052
- Estimated Expense Ratio: 0.130% 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 | $43,708 | — | $43,708 | — | — |
| 2023 | $43,090 | — | $43,090 | — | — |
| 2022 | $42,975 | — | $42,975 | — | — |