Plan Snapshot
- Plan Sponsor: Sauder Woodworking Co.
- Sponsor EIN: 344346145
- Sponsor Address: 502 MIDDLE STREET, ARCHBOLD, OH, 43502
- Plan Type: 401(k)
- Total Participants: 1,766
- Total Assets: $335.5M
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 | 1,766 | $335.5M | $940,413 | $7.0M |
| 2023 | 1,803 | $322.2M | $2.1M | $7.3M |
| 2022 | 2,308 | $297.6M | $3.1M | $7.1M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $122,564 | — | $122,564 |
| RSM US LLP | ACCOUNTANT/AUDITOR | $16,800 | — | $16,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- RSM US LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,364
- Estimated Expense Ratio: 0.042% 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 | $26,907 | $122,564 | $1,200 | $16,800 | — |
| 2023 | $100,180 | $138,613 | $300 | $66,150 | — |
| 2022 | $109,112 | $141,560 | — | — | — |