Plan Snapshot
- Plan Sponsor: Senator International INC., Dba Allermuir
- Sponsor EIN: 208744510
- Sponsor Address: 4111 N. JEROME RD, MAUMEE, OH, 43537
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $4.1M
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 | 117 | $4.1M | $245,063 | $459,901 |
| 2023 | 112 | $3.8M | $231,041 | $432,201 |
| 2022 | 100 | $2.6M | $208,740 | $348,805 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | INVESTMENT ADVISOR | $15,075 | — | $15,075 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $14,476 | — | $14,476 |
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,551
- Estimated Expense Ratio: 0.718% 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 | $31,711 | $15,075 | — | — | — |
| 2023 | $27,603 | $14,981 | — | — | — |
| 2022 | $23,524 | $23,524 | — | — | — |