Plan Snapshot
- Plan Sponsor: St. Marys Foundry, INC.
- Sponsor EIN: 341414006
- Sponsor Address: 405 E. SOUTH STREET, ST. MARYS, OH, 458852540
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $3,817 | $8,047 |
| 2022 | 112 | $6.2M | $149,680 | $345,914 |
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 |
|---|---|---|---|---|
| MINSTER BANK | INVESTMENT ADVISOR | $17,961 | — | $17,961 |
| PRENGER & PROFITT, LLC | CONTRACT ADMIN | $16,787 | — | $16,787 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $11,646 | — | $11,646 |
| STROH & JOHNSON & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STROH & JOHNSON & CO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,394
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 |
|---|---|---|---|---|---|
| 2023 | $22,967 | $13,369 | $6,206 | — | — |
| 2022 | $40,995 | $40,995 | — | — | — |