Plan Snapshot
- Plan Sponsor: Metal Forming & Coining, LLC
- Sponsor EIN: 344446523
- Sponsor Address: 1007 ILLINOIS AVENUE, MAUMEE, OH, 43537
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $15.4M
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 | 132 | $15.4M | $333,031 | $812,038 |
| 2023 | 139 | $15.4M | $310,133 | $806,494 |
| 2022 | 149 | $14.6M | $340,688 | $881,658 |
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 |
|---|---|---|---|---|
| WILLIAM VAUGHAN COMPANY | Auditor | $5,600 | — | $5,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAM VAUGHAN COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,600
- Estimated Expense Ratio: 0.036% 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 | $54,453 | $24,731 | — | $5,600 | — |
| 2023 | $59,162 | $46,762 | — | $12,400 | — |
| 2022 | $65,930 | $65,930 | — | — | — |