Plan Snapshot
- Plan Sponsor: Metcut Research Associates INC.
- Sponsor EIN: 310599320
- Sponsor Address: 3980 ROSSLYN DRIVE, CINCINNATI, OH, 45209
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $18.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $18.4M | $288,777 | $870,489 |
| 2023 | 144 | $18.1M | $265,902 | $798,475 |
| 2022 | 143 | $16.9M | $254,303 | $740,888 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,738 | $45,738 | — | — | — |
| 2023 | $47,087 | $47,087 | — | — | — |
| 2022 | $44,463 | $44,463 | — | — | — |