Plan Snapshot
- Plan Sponsor: Ssoe, INC.
- Sponsor EIN: 341045421
- Sponsor Address: 1001 MADISON AVE, TOLEDO, OH, 43604
- Plan Type: 401(k)
- Total Participants: 1,325
- Total Assets: $285.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,325 | $285.8M | $7.0M | $14.3M |
| 2023 | 1,193 | $242.6M | $9.6M | $12.1M |
| 2022 | 1,057 | $202.6M | $8.1M | $10.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $121,946 | — | $121,946 |
| NFP RETIREMENT INC | NONE | $120,000 | — | $120,000 |
| VANGUARD ADVISERS INC. | NONE | $103,674 | — | $103,674 |
| CLIFTON LARSON ALLEN LLP | NONE | $12,600 | — | $12,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- NFP RETIREMENT INC — NONE
- VANGUARD ADVISERS INC. — NONE
- CLIFTON LARSON ALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $358,220
- Estimated Expense Ratio: 0.125% 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 | $355,121 | — | — | — | — |
| 2023 | $340,732 | — | — | — | — |
| 2022 | $273,732 | — | — | — | — |