Plan Snapshot
- Plan Sponsor: Special Products & Manufacturing
- Sponsor EIN: 751154889
- Sponsor Address: 2625 DISCOVERY BLVD, ROCKWALL, TX, 75032
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $5.9M
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 | 178 | $5.9M | $136,515 | $409,413 |
| 2023 | 171 | $5.3M | $69,484 | $282,075 |
| 2022 | 142 | $4.5M | $33,007 | $275,906 |
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 |
|---|---|---|---|---|
| MMA SECURITIES, LLC | INVESTMENT/FINANCIAL ADVI | $13,274 | — | $13,274 |
| ADP, INC. | RECORD KEEPER | $7,026 | — | $7,026 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES, LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,300
- Estimated Expense Ratio: 0.344% 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 | $20,301 | $13,275 | — | — | — |
| 2023 | $23,602 | $19,105 | — | — | — |
| 2022 | $15,522 | — | — | — | — |