# Ssoe, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ssoe-inc-401k-plan

> Ssoe, INC.'s 401(k) plan: 1,325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|—|—|

## Similar Plans

- [Verdantas LLC](https://planprovider.pro/companies/verdantas-llc-401k-plan) — 1,492 participants

- [Woolpert, INC.](https://planprovider.pro/companies/woolpert-inc-401k-plan) — 1,794 participants

- [Dlz Corporation](https://planprovider.pro/companies/dlz-corporation-401k-plan) — 752 participants

- [Burgess & Niple INC.](https://planprovider.pro/companies/burgess-niple-inc-401k-plan) — 585 participants

- [E-Technologies Group, INC.](https://planprovider.pro/companies/e-technologies-group-inc-401k-plan) — 574 participants

- [Sierra Lobo, INC.](https://planprovider.pro/companies/sierra-lobo-inc-401k-plan) — 529 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ssoe-inc-401k-plan)

© 2026 PlanProvider.Pro