# Sotera Health Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sotera-health-holdings-llc-401k-plan

> Sotera Health Holdings, LLC's 401(k) plan: 1,732 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MEADEN AND MOORE LTD](https://planprovider.pro/provider/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|

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