Plan Snapshot
- Plan Sponsor: Therm-O-Disc, INC
- Sponsor EIN: 340674119
- Sponsor Address: 570 POLARIS PARKWAY, WESTERVILLE, OH, 43082
- Plan Type: DC
- Total Participants: 134
- Total Assets: $53.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 134 | $53.1M | $1.1M | $1.3M |
| 2023 | 149 | $55.3M | $1.2M | $1.4M |
| 2022 | 239 | $60.6M | $339,113 | $467,976 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLV | 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 | $57,693 | — | — | — | — |
| 2023 | $26,550 | — | — | — | — |
| 2022 | $9,311 | — | — | — | — |