Plan Snapshot
- Plan Sponsor: Steel Warehouse Company LLC
- Sponsor EIN: 203534605
- Sponsor Address: 2722 WEST TUCKER DRIVE, SOUTH BEND, IN, 46624
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 237 | $13.0M | $382,514 | $323,790 |
| 2023 | 207 | $12.6M | $400,437 | $362,715 |
| 2022 | 223 | $11.1M | $313,283 | $241,718 |
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 |
|---|---|---|---|---|
| KRUGGEL LAWTON CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL LAWTON CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $77,597 | $49 | — | — | — |
| 2023 | $5,526 | — | — | — | — |
| 2022 | $24,129 | $9,002 | $4,141 | — | $7,000 |