Plan Snapshot
- Plan Sponsor: St Henry Tile Co., INC
- Sponsor EIN: 344492909
- Sponsor Address: 281 W WASHINGTON ST, SAINT HENRY, OH, 45883
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $34.3M
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 | 142 | $34.3M | $2.0M | $448,820 |
| 2023 | 112 | $28.1M | $1.8M | $419,445 |
| 2022 | 106 | $25.3M | $1.6M | $408,110 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIRMENT PLAN SVRCS | RETAINED BY EMPLOYER | $23,890 | — | $23,890 |
| WILSHIRE ASSOCIATES INCORPORATED | RETAINED BY EMPLOYER | $14,588 | — | $14,588 |
| FLAGEL, HUBER, & FLAGEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIRMENT PLAN SVRCS — RETAINED BY EMPLOYER
- WILSHIRE ASSOCIATES INCORPORATED — RETAINED BY EMPLOYER
- FLAGEL, HUBER, & FLAGEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,478
- Estimated Expense Ratio: 0.112% 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 | $38,478 | $15,037 | $23,441 | — | — |
| 2023 | $45,113 | — | $18,734 | $26,379 | — |
| 2022 | $45,558 | $26,639 | $18,919 | — | — |