Plan Snapshot
- Plan Sponsor: Pro-Tec Coating Co
- Sponsor EIN: 251635459
- Sponsor Address: 5500 PRO-TEC PARKWAY, LEIPSIC, OH, 45856
- Plan Type: 401(k)
- Total Participants: 433
- Total Assets: $152.0M
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 | 433 | $152.0M | $2.6M | $3.5M |
| 2023 | 413 | $132.0M | $2.4M | $3.4M |
| 2022 | 412 | $110.9M | $2.3M | $3.3M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | RECORDKEEPER | $5,537 | — | $5,537 |
| SCHROEDER AND CO. CPA'S LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,537
- Estimated Expense Ratio: 0.004% 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 | $5,537 | — | — | — | — |
| 2023 | $5,083 | — | $5,083 | — | — |
| 2022 | $4,338 | — | $4,338 | — | — |