Plan Snapshot
- Plan Sponsor: Sotera Health Holdings, LLC
- Sponsor EIN: 474076134
- Sponsor Address: 9100 SOUTH HILLS BLVD, SUITE 300, BROADVIEW HEIGHTS, OH, 44147
- Plan Type: 401(k)
- Total Participants: 1,732
- Total Assets: $192.4M
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 | 1,732 | $192.4M | $5.9M | $11.3M |
| 2023 | 1,759 | $174.5M | $5.7M | $10.7M |
| 2022 | 1,844 | $141.4M | $5.3M | $9.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $228,546 | — | $228,546 |
| MESIROW FINANCIAL INVESTMENT | NONE | $183,032 | — | $183,032 |
| MORNINGSTAR INC | NONE | $95,120 | — | $95,120 |
| MEADEN AND MOORE LTD | NONE | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MORNINGSTAR INC — NONE
- MEADEN AND MOORE LTD — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $524,698
- Estimated Expense Ratio: 0.273% 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 | $524,548 | $341,279 | — | $18,000 | — |
| 2023 | $484,054 | $298,361 | $17,000 | — | — |
| 2022 | $461,995 | $234,235 | — | — | $22,431 |