Plan Snapshot
- Plan Sponsor: Polywood
- Sponsor EIN: 474665663
- Sponsor Address: 1000 POLYWOOD WAY, SYRACUSE, IN, 46567
- Plan Type: 401(k)
- Total Participants: 1,155
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,155 | $25.0M | $2.1M | $3.1M |
| 2023 | 915 | $19.4M | $1.8M | $2.8M |
| 2022 | 831 | $13.6M | $1.7M | $2.6M |
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 |
|---|---|---|---|---|
| CROWE | Auditor | — | — | $0 |
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 | $178,279 | $83,683 | — | — | — |
| 2023 | $133,816 | $61,123 | — | — | — |
| 2022 | $99,508 | — | $99,508 | — | — |