Plan Snapshot
- Plan Sponsor: Select Sires, INC.
- Sponsor EIN: 310717091
- Sponsor Address: 11740 US 42 NORTH, PLAIN CITY, OH, 43064
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $32.9M
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 | 326 | $32.9M | $1.4M | $1.2M |
| 2023 | 320 | $36.5M | $1.5M | $1.2M |
| 2022 | 304 | $32.1M | $1.4M | $1.1M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $58,627 | — | $58,627 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $25,000 | — | $25,000 |
| MATRIX TRUST | Recordkeeper | $16,555 | — | $16,555 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
- MATRIX TRUST — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,182
- Estimated Expense Ratio: 0.304% 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 | $100,859 | $25,000 | — | — | — |
| 2023 | $85,577 | $25,000 | — | — | — |
| 2022 | $92,358 | — | — | — | $92,358 |