Plan Snapshot
- Plan Sponsor: Steelite International Usa, INC.
- Sponsor EIN: 223062521
- Sponsor Address: 154 KEYSTONE DRIVE, NEW CASTLE, PA, 16105
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $17.9M
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 | 235 | $17.9M | $725,880 | $1.1M |
| 2023 | 136 | $15.8M | $583,003 | $859,010 |
| 2022 | 87 | $9.6M | $424,820 | $603,386 |
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 |
|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | FINANCIAL ADVISORS | — | $46,234 | $46,234 |
| CBIZ BENEFITS & INSURANCE | THIRD PARTY ADMIN | — | $8,074 | $8,074 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMBREE FINANCIAL GROUP — FINANCIAL ADVISORS
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,308
- Estimated Expense Ratio: 0.303% 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 | $1,500 | — | $1,100 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |