Plan Snapshot
- Plan Sponsor: St Marys Foundry Ltd
- Sponsor EIN: 921501681
- Sponsor Address: 405 E SOUTH STREET, ST MARYS, OH, 45885
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $7.0M | $193,496 | $382,888 |
| 2023 | 114 | $6.6M | $189,982 | $368,396 |
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 |
|---|---|---|---|---|
| PRENGER & PROFITT, LLC | CONTRACT ADMIN | $24,200 | — | $24,200 |
| MINSTER BANK | INVESTMENT ADVISOR | $18,900 | — | $18,900 |
| CAPITAL GROUP RETIREMENT PLAN SERV | RECORDKEEPER | $16,760 | — | $16,760 |
| 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: $59,860
- Estimated Expense Ratio: 0.852% 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 | $48,310 | $18,900 | $13,250 | — | — |
| 2023 | $20,157 | — | $20,157 | — | — |