Plan Snapshot
- Plan Sponsor: Specialty Interiors, INC.
- Sponsor EIN: 262252319
- Sponsor Address: 2652 CRESENT SPRINGS ROAD, ERLANGER, KY, 41017
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $4.2M
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 | 115 | $4.2M | $191,345 | $277,988 |
| 2023 | 145 | $3.9M | $105,909 | $249,778 |
| 2022 | 135 | $3.8M | $60,222 | $229,073 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
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 | $44,526 | — | $44,526 | — | — |
| 2023 | $47,458 | — | $47,458 | — | — |
| 2022 | $39,110 | — | $39,110 | — | — |