Plan Snapshot
- Plan Sponsor: Metco Treating & Development
- Sponsor EIN: 362268981
- Sponsor Address: 2001 S. KILBOURN AVENUE, CHICAGO, IL, 60623
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $4.3M
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 | 134 | $4.3M | $5,876 | $323,775 |
| 2023 | 137 | $4.1M | $5,000 | $313,445 |
| 2022 | 173 | $4.0M | $5,000 | $340,954 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | $13,417 | — | $13,417 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,417
- Estimated Expense Ratio: 0.313% 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 | $70,318 | — | $56,901 | $13,417 | — |
| 2023 | $55,418 | — | $55,418 | — | — |
| 2022 | $62,440 | — | — | — | $62,440 |