Plan Snapshot
- Plan Sponsor: Sessa Sheet Metal Contractors, INC.
- Sponsor EIN: 521194972
- Sponsor Address: 529 NORTH HAVEN STREET, BALTIMORE, MD, 21205
- Plan Type: DC
- Total Participants: 54
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 54 | $6.5M | $300,000 | $0 |
| 2022 | 56 | $8.1M | $500,000 | $0 |
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 |
|---|---|---|---|---|
| FRYE & COMPANY CPAS | Auditor | $2,560 | — | $2,560 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,560
- Estimated Expense Ratio: 0.040% 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 |
|---|---|---|---|---|---|
| 2023 | $70,426 | — | $23,063 | $2,560 | — |
| 2022 | $32,601 | — | — | — | $32,601 |